Passion. Experience. Diligence.
Headquartered in Atlanta, Georgia, with offices in Denver, Colorado and Palm Beach, Florida, Atticus Wealth Management is a fee-only private client and institutional wealth management firm servicing clients across the United States. Our firm is dedicated to providing excellent investments through a curated team of investment managers and financial planners.
Whether you're a high-net-worth individual or family, business owner, or trustee Atticus Wealth Management works to deliver a customized, comprehensive wealth management experience. By utilizing modern fin-tech and a curated team of financial planners, market technicians, and investment managers, we bring extensive experience and professionalism to every client, constantly analyzing their investment opportunities, needs, concerns, and objectives. We complement this diligent management with a concierge approach to client service, building relationships that last for years to come.
To discover what it means to be an Atticus client, use the contact form at the bottom of this page to inquire further about our services.