About Us
Custom financial planning and asset management that
incorporates your equity compensation with highly
educational and personalized service
Are You Looking to Delegate Your
Wealth Management?
Explore your options. Establish a plan. Enjoy your free time.
Welcome to a world of financial possibilities tailor-made just for you. Unlike typical one-size-fits-all, cookie-cutter approaches, we understand that your financial situation is as unique as your fingerprint.
Additionally, your investment goals are diverse, ranging from capital preservation to aggressive growth and seamless wealth transfer, all the while optimizing tax considerations. We are here to empower you with a custom financial plan and personalized asset management strategies that align with your goals and objectives.
About Our Firm
A modern and creative team approach to wealth management
At Atkinson Wealth Strategies, we understand that true wealth management is multi-faceted, encompassing risk and tax management, estate planning, charitable gifting, financial and retirement planning, and even college and long-term care planning.
We recognize that no one person can be an expert in all these disciplines, which is why we take a collaborative team approach. Our affiliation with LPL Financial gives us access to numerous specialized teams with advanced credentials and experience, ensuring a truly customized plan for you.
We believe that a successful wealth management plan goes well beyond numbers; it’s about understanding what your aspirations, risk tolerance, goals, and objectives are. By uncovering this essential information, we help you align your wealth with your values, empowering you to pursue your financial dreams confidently. Join us on this journey of working toward financial prosperity and purposeful living.
As Seen In
How We Work
We believe that establishing trust and building relationships are of utmost importance
Client-first
approach
Our fiduciary duty requires us to act in the best interest of our clients and to always put their needs above our own. All advisors at Atkinson Wealth Strategies are investment fiduciaries.
Personalized
solutions
Given the individualized nature of each individual/household, a one-size-fits-all approach to investing falls short. Instead, crafting a bespoke investment strategy is essential to align with unique aspirations and circumstances. A personalized plan & investment strategy considers factors such as risk tolerance, time horizon, financial resources, specific financial goals, and compensation structure (W2, 1099, Bonuses, Stock Awards, Insurance, Etc.) to create a precisely tailored roadmap.
Behavioral
finance
Behavioral finance examines how human psychology and emotions influence financial decision-making. It acknowledges that individuals are not always rational in their choices and may be influenced by cognitive biases, emotions, and social factors. Understanding these psychological aspects of each of our clients is critical to make better-informed decisions and designing strategies that account for the impact of human behavior on financial markets and individual wealth management.
Meet Our Team
We know how to navigate your financial complexities and develop
personalized strategies
Our Departments
A modern, creative approach to wealth management
- Financial Planning Department
- Insurance Case Design
- LPL Research & Third-Party Research Teams
- Private Client Department
- Trust Services Department from The Private Trust Company
- Tax Planning Services Team
- Tech/Security Department
- LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial
Explore More About Us
About LPL Financial
Insights
Let’s Get To Know Each Other
See how we can apply our knowledge and experience to
your personalized wealth management plan
Why settle for a cookie-cutter financial plan when you can
experience a dynamic and customized approach with us?