Life is full of transitions and evolutions — not just personally, but financially as well. A good financial plan relies on your ability to recognize and adapt to your changing financial needs as you move through these stages. The Atlas Advantage Podcast is here to help you make sense of your financial future. We cover everything from the basics of financial planning to complex financial topics and important financial developments, so you can walk away with a better understanding of how to achieve your long-term financial goals.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC (further known as “ATLAS”). Connectus Group, LLC, utilizing the business name Connectus Wealth Advisers, is the parent company of Atlas. Investment advisory services are offered through Atlas.
The information contained in this podcast was prepared for general information purposes only and is not a substitute for personalized financial advice. Although participants may discuss data, and content relating to financial planning, tax planning, estate planning, and other wealth management topics, any such information shared should not be construed as tax, accounting, legal, or investment advice.
Topics discussed are based on current market conditions which will fluctuate and may be superseded by subsequent market events or for other reasons. ATLAS does not assume any duty to update information including forward looking statements. Likewise, nothing discussed in these recordings should be construed as a current or past recommendation or solicitation of an offer to buy or sell securities or to adopt an investment strategy.
As to the accuracy completeness and fairness of the information contained in this recording, the information shared has been developed internally and or obtained from sources believed to be reliable, however no representation or warranty express or implied is made or given by or on behalf of ATLAS.
You are responsible for evaluating the information provided to you and any risk associated with the material before making any decision based on content shared. You acknowledge and agree that ATLAS is not acting in any fiduciary capacity, nor is any client or fiduciary relationship created, as a result of your use of, or access to this recording. Investing carries the risk of loss, including the loss of principal. Past performance is not indicative of future results.
Any liability as a result of this recording including any direct, indirect, special or consequential loss or damage is expressly disclaimed. Please visit our website www.atlaspwm.com for other important disclosures.
This recording should not be copied, distributed, published or reproduced, in whole or in part without Atlas’s express written consent. Copyright 2020 Atlas Private Wealth Management, LLC all rights reserved.