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Professional Wealth Management

Professional Goals-Based Wealth Management

Download: Atkinson Wealth Strategies Financial Independence

Download: CFA Institute Goals-Based Wealth Management

     Here at Atkinson Wealth Strategies we have identified that individual investors fall into one of two categories; performance driven or financial independence oriented. At Atkinson Wealth Strategies, we can identify both through Goals-Based Wealth Management, by having each portfolio custom built to reach the performance needs of the goals at hand.

     With over 6 million different investment options Atkinson Wealth Strategies offers a professional white glove approach to fee-based asset management. Because we are truly independent of investment banking and insurance companies this allows us to build truly custom portfolios clients deserve. Some of the areas we consider when creating a custom goals-based asset management portfolio include:

  • Savings
  • Time Horizon
  • Investment Goals
  • Income Needs
  • Tax-Efficient Strategies
  • Outside Investments
  • Other Streams of Income
  • Retirement Goals
  • Education Funding
  • Risk Management
  • Estate Planning Strategies

Please see our Independent Fee-Based Financial Planning page for more details. We are also able to work off of an up-to-date financial/retirement plan built elsewhere.                    

We are accepting new clients for our professional goals-based wealth management portfolios starting at $250,000.


If you are under $250,000 please check out our Guided Wealth Portfolio