Founder & Teams

     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