Atlas Private Wealth Management, LLC
About
Atlas Private Wealth Management is at 3 Atrium Drive, Suite 265, in Albany, now part of Focus Partners Wealth. The firm provides financial planning, investment management, retirement, tax and estate planning, and insurance planning.
Specialized solutions cover business owners, retirement plans for businesses, tax preparation and family budget services.
What to know
- Focus Partners is a national RIA network.
- Business owner solutions include succession planning.
- Tax preparation is offered in house.
- Client logins are through Focus.
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