A Team Highly Experiences in Furnishing Sound Financial Strategies.
After many years of working together as a team, we established The Saelzer/Atlas Wealth Management Group in 1999.
As long-time residents of Stuart and the surrounding area, our mission is helping our clients throughout our community and state to achieve and maintain their financial independence.
The clients we serve include retirees, pre retirees, widows, divorcees, & business owners.
Our experience, skills and abilities in the professional disciplines of financial planning and accounting enable us to provide each client with a comprehensive, customized strategy.
While we no longer prepare tax returns, we believe our considerable experience in accounting allows us to provide clients with added value when developing tax-efficient investment portfolios.
We have been part of the community for more than 20 years – and stand ready to serve as your trusted financial advisors, today and for the future you envision.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
