WELCOME TO ATTICUS
We understand life changes, and so do your financial needs, which is why we focus on building relationships that will last for years to come.
INVESTMENT SERVICES
Aims to minimize risk over a long-term horizon
Atticus provides customized, unbiased advice tailor-made to each client’s specific situation.
Wealth Management & Retirement Planning
We work with you to craft a personalized financial strategy to achieve a comfortable and secure retirement.
Learn MoreCorporate Retirement & Institution Services
Let us cater to your business or institution by offering comprehensive financial solutions tailored to your needs.
Learn MoreCharitable Giving & Philanthropy
We provide strategies to maximize the impact of charitable donations, fund management, and sustainable support for philanthropic endeavors.
Learn MoreEstate & Trust Planning
We provide meticulous strategies to manage and distribute assets to ensure a seamless transition of wealth to beneficiaries.
Learn More“Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.”
BENJAMIN GRAHAM, THE INTELLIGENT INVESTOR
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LATEST TECHNOLOGY
Utilizing the latest technology, we leverage data-driven metrics to analyze market trends, assess risk profiles, and gain valuable insights into client preferences, allowing us to tailor a proactive financial strategy that maximizes returns and aligns with individual goals.
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UNLIMITED COMMUNICATION
We prioritize unlimited communication with our clients through a secure communication tool, ensuring confidentiality and privacy. This platform facilitates real-time discussions, secure document sharing, and transparent updates, enhancing our ability to provide personalized and confidential financial guidance.
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TRANSPARENT PRICING
The transparency in our pricing structure is a distinct advantage, offering clients a clear and comprehensive understanding of fees and costs associated with our services. This openness fosters trust, empowering clients to make informed financial decisions with confidence, knowing there are no hidden charges and that our commitment to transparency is a cornerstone of our client-centered approach.
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SERVICE GUARANTEE
With an unwavering commitment to excellence, we assure our clients of unparalleled service, setting a new standard for excellence in the financial industry. Our dedication to delivering the highest quality experience is a testament to our commitment to your financial success.
Colin Arnold, CFP®
As a founding force behind Atticus Wealth Management, Colin played a pivotal role in the formation of the firm in 2018, uniting Atticus Asset Management and Bartolf Wealth Advisors, Inc. Through this merger, he now serves as a Managing Partner, leveraging over a decade of experience to optimize the financial futures of clients nationwide since 2010.
Doug Bartolf, CEP®
With over 30 years of experience in the financial services industry, Doug co-founded Atticus Wealth Management as part of a merger between Atticus Asset Management and Bartolf Wealth Advisors, Inc. His extensive experience uniquely positions him to guide our clients towards financial success.
E. Carter Morris IV, AIF®
In addition to carrying the designation of Accredited Investment Fiduciary®, Carter serves as a Managing Partner of Atticus Wealth Management. He is a founding member of Atticus Wealth Management, which was formed as part of a merger between Atticus Asset Management and Bartolf Wealth Advisors, Inc.
Stephan Zehner, CFP ®
With a wealth of experience, Stephan brings over a decade of expertise to Atticus Wealth Management, having joined the team in January 2021. Prior to becoming a valuable part of Atticus, he served as a Financial Planner at Castle Wealth Management. As a Certified Financial Planner™, Stephan excels in assessing client needs through comprehensive financial planning and expertly implementing strategies to achieve their goals.
Melissa Montalvo, CFP®, ChFC®
Melissa Montalvo is a Partner and Senior Wealth Advisor at Atticus Wealth Management, where she serves high-net-worth families, professionals, and business owners across 15 states with comprehensive financial planning and investment strategy. Known for her analytical rigor and client-first mindset, Melissa delivers personalized solutions that help clients navigate the complexities of multi-generational wealth with enthusiasm, clarity and confidence.