Atlas Wealth Management

Atlas Wealth Management provides fee-based investment advisory services and comprehensive financial planning to individuals, trusts, estates, charitable organizations and business entities. The firm offers discretionary portfolio management as well as non-discretionary options and standalone financial planning engagements tailored to client goals.

The firm follows an active, tactical allocation approach that incorporates both fundamental and technical analysis and uses a broad set of instruments, including equities, fixed income, mutual funds, options, and cash positions used as potential hedges. It implements both short- and long-term trading strategies, may write options (including uncovered strategies), and can manage held-away defined contribution participant accounts via a third‑party platform while avoiding direct custody.

Noteworthy aspects of the practice given its modest scale and recent start are the combination of active tactical/option-capable portfolio management with standalone fixed-fee planning and the operational choice to manage employer-sponsored plan accounts through a platform. The firm’s principal also maintains insurance licenses and a nontraditional professional background outside of finance, which the brochure discloses as a potential source of conflicts when insurance products are recommended.