What makes Atticus Wealth Management different?

As a Registered Investment Advisor, Atticus Wealth Management always acts in a fiduciary capacity. As a result, you, our client, can rest assured that we are always putting your interest first. Additionally, as a private client financial planning and asset management firm, we focus on continually evaluating and planning for your ever evolving needs, through every stage of life. We are committed to listening to you, assessing your goals and concerns, and developing a customized, clear, and actionable strategy to ensure all your assets are working to accomplish the goals you’ve set. Finally, we are committed to investing in technology that allows us to better execute our strategies while providing you detailed access to your accounts, important documents and financial plans at all times.