Your wealth shouldn't create more work.
You've built something meaningful. But as your wealth has grown, so has the work of managing it—and it comes at a price.
Every hour managing details is an hour away from family and work that matters.
Too many priorities means nothing moves. Important decisions pile up.
Siloed decisions lead to avoidable taxes, poor investments, and missed opportunities.
From complexity to clarity—it's what we do.
We bring everything together—your taxes, investments, and planning—so you can see the full picture and make clear decisions.
We Coordinate
Tax, investments, and estate planning—working together, not in silos.
We Communicate
Regular updates and clear reporting so you always know where you stand.
We Simplify
One team, one point of contact, one cohesive strategy.
What we do for you.
Every piece, working together.
Investment
Your investments are the engine that drives your plan forward. We build portfolios using public and private markets, positioned tax-efficiently and aligned with your goals, timeline, and risk tolerance.
Learn more
Income
Whether you have $2 million or $20 million, the question is the same: how do I turn these assets into income I won't outlive? We coordinate multiple sources, model for longevity, and structure withdrawals tax-efficiently.
Learn more
Tax
Taxes are often your largest lifetime expense. We handle year-round tax planning and execution—modeling strategies, timing capital gains, harvesting losses, managing estimated payments—so your investments and taxes actually work together.
Learn more
Estate
We make sure your estate plan works the way you intend—coordinating wills, trusts, beneficiaries, and account titles so everything aligns. We can draft documents or work with your attorney to ensure it all fits together.
Learn more
Working together.
We talk.
A conversation to understand where you are now, what's prompting you to reach out, and where you want to go. We'll figure out if we're the right fit to help you get there.
We look at everything.
We review your taxes, investments, income plan, and estate documents to identify what's working well and what needs attention. By the end, you'll have a clear picture of where the gaps are and what needs to be addressed.
Why Atlas?
We chose the name Atlas for two reasons.
The Map
Every successful family needs a map
An atlas is a map—a way to see where you are now and chart a clear path to where you want to go.
Without one, you're navigating blind. Reacting instead of planning. Hoping instead of knowing.
We give you the map, so you always know where you stand and exactly where you're headed.
From the Founder
Kyle Walters
Husband & father of four daughters
20+ years helping families build wealth
Author – The Personal CFO
Founder – Atlas Wealth Advisors
Founder –L&H CPAs
But here's what I learned after 20+ years: successful families don't need more financial advice. They need less to do.
— Kyle Walters
