about

Atwater Wealth Management’s foundation is you.

We listen, we ask questions, and we engage in dialogue…with you.  Our goal is to understand not only your finances, but also your life.

We work together to build a robust wealth management strategy that is comprehensive, sophisticated, and long-term.

Our integrated and efficient approach to managing wealth is based on our:

  • Philosophy:  As fiduciaries for our clients, Atwater Wealth Management operates in the most autonomous way to best serve you.
  • Freedom and Flexibility:  As a Registered Investment Advisor, we have the capacity to design and implement dynamic investment strategies.
  • Depth and Breadth:  We meet our clients’ complex needs by offering comprehensive solutions.

We maintain an enduring focus on simplifying our clients’ financial lives.