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 Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.