Atwater Wealth Management is an independent investment advisory firm.
Central to our approach is extensive research and ongoing assessment of best-in-class investment instruments. We tailor portfolios to balance risk, return, expenses, and taxes. Investments are then evaluated and interpreted within the context of each client’s overall wealth strategy.
Philanthropic, tax, and estate planning services complement the investment portfolio to ensure a successful approach to holistic planning.
Our fees range from 0.45% – 1% of assets under management, and may also include an additional flat fee depending on the scope of engagement.
Minimum investment level for new clients is typically $1,000,000.00.
Please contact firstname.lastname@example.org or 617.723.1439.