Broker Check
Steven Swanson  


At Atlas Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Steven Swanson

President, Wealth Advisor



Steven Swanson began his career in 2000 at Prudential Insurance Corporation with a firm commitment to the understanding that the basic principles of financial planning begins in areas that protect and build a foundation for success....

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Christina Suchorabski

Director of Operations & Office Administration



Christina joined LPL Financial in September 2016 as an LPL Registered Administrative Assistant. In this capacity her duties include preparing update materials for your annual and semi-annual portfolio reviews, account maintenance,...

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As a financial advisor with Atlas Wealth Management, Patrick thoroughly appreciates the vast and personal relationships he has built with his clients over his career of 17 years. He strives to build a strong foundation with each client...

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