About Atkinson Wealth Strategies
Atkinson Wealth Strategies specializes in financial planning and asset management for professionals with equity compensation, including RSUs, ISOs, NQSOs, ESPPs, and stock options. They focus on helping clients assess investment opportunities confidently through goal-based services such as financial planning, private wealth management, and risk management. Clients praise the high level of expertise, with advisors providing up-to-date information on portfolios and retirement plans. One reviewer highlighted the helpfulness regarding profit sharing, 401(k), and tax-efficient strategies. The team is known for its insightful, kind, and transparent approach, making clients feel genuinely cared for and well-supported. Overall, Atkinson Wealth Strategies offers personalized advice aimed at achieving clients' financial goals.
Top Notch! Will Recommend! Tyler started the process by listening to my goals and concerns. I am a self employed individual with a more complex situation than most. I needed an expert and found one. We started with a custom financial plan that addressed my goals and concerns. That lead the way for building out the custom fiduciary advisory accounts tailored specifically towards my goals. I have my business SEP accounts, IRAs, and individual investment accounts with them. Tyler even speaks with my accountant on a yearly basis to make sure tax efficiencies are being maximized in my plan and investments.
Thank you for all your help! I look forward to seeing what comes back this next time around.