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How We Work

Atlantis Wealth Management believes that we can determine the direction of our lives regardless of our circumstances. Our goal is to provide our clients with the education and resources to help them make the best financial decisions regarding their future. Each client’s ambitions, goals and values require a wealth management strategy tailored to meet their needs. In offering these services, we strive to simplify the process and make it easy for clients to understand their financial strategies and investment opportunities. We use a three-step process to create a comprehensive plan for clients’ financial future followed by periodic reviews.


THE DISCOVERY MEETING

We begin our process with a discovery meeting where we get to know each other. We want to ensure that we have chemistry to work together. It has never been our goal to be all things to all people, but rather, to be all things to a few people. This meeting will determine whether we believe we can add value to what you are currently doing to pursue your goals.

AWM Financial Document Check list

INVESTMENT STRATEGY MEETING

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

IMPLEMENTATION MEETING

The primary objective of this phase is to successfully implement your investment strategy and demonstrate how we can assist in bridging any gaps in order to help you reach your goals. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you. During this meeting we will also provide you with an overview of your Personal Financial Website. Your personal financial website will provide you with a private and secure location where all of your data is consolidated into one picture of you.

REGULAR REVIEW MEETINGS

We monitor our client's accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client's circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.