Broker Check
 

Founder & Teams

How We Work

     At Atkinson Wealth Strategies we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Our process starts with gaining a deep understanding of your values and unique perspective on finances. We make it our goal to anticipate your needs, taking proactive steps to make timely recommendations that hold true to your best interests.


Our Teams are set up to service:


  • Comprehensive Financial Planning through LPL
  • Advanced Estate Planning
  • Investment Consulting
  • Advanced Portfolio and Investment Analytics
  • Tax-Sensitive Investing
  • Alternative Investments
  • Trust Services
  • Single-Stock Risk Management
  • Executive Compensation Arrangements
  • Business Exit Planning
  • Financial Windfall Planning
  • Insurance Planning
  • Foundation and Endowment Guidance


Private Client High-Net-Worth Team:

Located off site the LPL Private Client consultation team is for affluent and institutional advisor client support for $5 million dollars or more of investable assets.

John Podesto, Associate Consultant: Executive Profile

Megan Chute, Associate Consultant: Executive Profile

Patrick Herrington, Assistant Vice President: Executive Profile

Sonya Nolan, Assistant Vice President: Executive Profile

Thomas Zglinec, Vice President: Executive Profile 


Tyler Atkinson

Wealth Management Advisor | Financial Consultant

(425) 256-2044

(425) 279-7981

Tyler Atkinson is a Wealth Management Advisor, focused on financial planning, estate/wealth transfer planning and goals-based asset management for individuals, families and business owners. Prior to Founding the Firm in 2015, Tyler...

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