The Investor

Goals need a plan and shouldn't be left to chance.  When it comes to investing, time is more important than money.  Start where you are and begin investing for your future goals.  Atlantis Wealth provides our clients an online investment planning experience built for you.  Our WealthBuilder, investment platform offers personalized advice combined with online convenience.

Image-empty-state.png
What's included:

* A goals based approach that encourages you to stay invested for the long term.

* A variety of investment portfolios to match your objective.

* Online access to track your progress

* Two 30 Minute Sessions to Understand Your Money Mindset (More Info)

* Your Personal Financial Website To Stay Organized and to Plan & Track Your Goals