WHO WE SERVE
Individuals and Families
We work with individuals and families of differing wealth, goals, and needs. While many of our clients come to us during a life transition, such as retirement, the clear majority turn to Atomi because they are looking for a better solution to managing their finances. Our clients are tremendously diverse and yet they share a few distinct commonalities:
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They want all their finances organized and their advisers coordinated
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They desire to set and achieve realistic life and financial goals
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They believe in prudent, non-traditional investment strategies, not get rich quick schemes
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They are concerned about the well-being of their family, children, and community
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They think their advisor should act in their bests interests
Key Services Include:
Insurance:
Personal Lines (e.g., Auto, Home, Umbrella, etc.)
Tax Solutions:
Value Added Services:
Adviser-Managed Trust Services
Business Owners
We work with owners of private, closely-held businesses ranging in size from start-ups to multi-million revenue rates.
Key Services Include:
Life Insurance (to fund key man, buy-sell agreements, etc.)
Commercial Insurance:
Non Profits
We work with a variety of non-profit organizations, including private foundations, endowments, and donor-advised funds. Our non-profit clients include established charities as well as funds and foundations established by wealthy families as charitable giving vehicles.
Key Services include:
Planned Giving Program Management
