John C Ogle

At Atlas Private Wealth Management, we believe that a successful, long-term professional relationship is built upon mutual trust, effective communication and a shared commitment to the financial planning process. Understanding individual concerns and financial goals is a critical element of this partnership with our clients. Our comprehensive, personalized approach is aimed at enhancing the quality of life for each of our clients. Clients enjoy the benefits of less worry, a feeling of financial security and knowing that a team of experienced professionals are providing the guidance necessary to best utilize personal financial resources. This approach provides our clients with the ability to spend their time and energy on the things that are most important to them. We are confident that Atlas will compare favorably when evaluated on objectivity, responsiveness, experience and work quality. Our strong commitment to remain a leader in technology and professional expertise assures a high level of responsive service that clients in all fifty states have received for nearly three decades. For planning services, we are paid on an hourly or on a fixed fee basis. All rates are fully disclosed at the time of the initial meeting and an estimate of the total costs based upon the services requested is given during that meeting. For investment management accounts, we are paid fees based upon the value of each portfolio to assure that Atlas’s interests are always aligned with those of our clients. Our loyalty and allegiance is to our clients. Our independent, unbiased approach reinforces our highest priority and fiduciary responsibility to always put our clients’ interests first.