Frequently Asked Questions

Yes. Our advisory relationships are held to a fiduciary standard, which means recommendations are made in your best interest, and we explain how we are compensated before you decide to work with us.

We do not apply a rigid asset minimum. Every relationship is evaluated case by case, and our introductory call is complimentary, so we will tell you honestly whether our planning approach is the right fit for where you are today.

We talk about you.

What's going on in your life? What brought you here? What are you trying to figure out?

We'll answer your questions, explain how we can help, and give you a clear idea of what working together could look like.

Recent investment and retirement statements are helpful, so bring whatever you have.

But we believe clarity comes before numbers. Before we spend time looking at accounts and statements, we want to understand you. What's important to you, what you're trying to accomplish, and what you want your money to make possible.

Absolutely.

Some clients like meeting with us in person. Others prefer video. Many do a little of both.

Either way, you'll work with the same Atlantis Wealth team and receive the same personal experience.

Atlantis Wealth has offices in Ridgeland, Mississippi and Nashville, Tennessee, and we work with clients nationwide.

Locally, we serve individuals, families, and business owners throughout Ridgeland, Madison, Gluckstadt, Brandon, Flowood, and the surrounding communities, as well as the greater Nashville area.

For clients elsewhere, we meet virtually, making it easy to stay connected wherever you live.

Yes. Atlantis Wealth is one team across two offices, so you have access to the same advisors, service team, and The Atlas client portal regardless of which office you visit.

Our offices are open 8:30am to 5:00pm, saturday: closed, sunday: closed. You can reach the Ridgeland office at 601-427-9399 and the Nashville office at 615-620-5499, or call our main line at (601) 427-9399.