We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
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.
Meet Our Advisors
Sandi is a financial advisor with Atlas Private Wealth Advisors. Sandi helps her clients simplify their financial lives by working together so that they can better understand, streamline and optimize their financial resources.
Meet Our Staff
Meet Our Affiliates
Caplan Capital Management, Inc. was founded by Jonathan D. Caplan, a financial industry veteran with over three decades of experience. Formerly a Wall Street executive at major investment banks, Jonathan's entrepreneurial spirit...