Client Testimonials
Hear From Our Clients
"We have been with Steve Swanson and Atlas Wealth Management since its inception and we couldn’t be happier. He understands our goals for retirement and treats us with respect and kindness. He makes us feel like we are his richest clients; we’re not! Steve is very knowledgeable, personable, and accessible. We are not simply number. We are very satisfied clients."
- Phil and Pam - Mokena, IL
"Great people, great service and feel like I’m part of the family!
I found Steve fifteen years ago when he worked for another company.
When he left to start his own business, I immediately followed and have been very happy with the results!
His knowledge and professionalism are second to none."
- Paul and Janet - New Lenox, IL
"In my opinion, the most gratifying aspect of working with Atlas Wealth Management is the genuine concern for the clients. The individuals who operate this organization treat their clients not merely as financial advisors but rather as valued companions. Regardless of who you interact with; you are consistently regarded as an important individual. Prior to making any investment decisions, there is an open dialogue with the client to understand their objectives and aspirations. Steve and his team prioritize gaining a comprehensive understanding of their clients as individuals."
- Alan and Janice - Mokena, IL
"I never had any plan with my IRA and investments before dealing with Steve and Christine when they were still with the bank. Even then, Steve’s knowledge and evident experience made me feel comfortable having him handling my accounts. When Atlas Wealth Management was announced, it was a no-brainer to move my assets along with them. Steve’s continued reporting and analysis of conditions is very helpful and informative. I feel my account is in good hands, as it was before."
-John and Marianne - Joliet, IL
"I have been working with Steve for more than 15 years. He was the first advisor I used, and while I have engaged with a couple of other advisors over that time, currently Steve is the only one I work with Over that time period there have been many changes in my life and my financial goals. Steve has adjusted and responded as my needs change. I respect his opinion and his advice; and when we do not agree, he always does what I feel works best for me."
-Sally - Frankfort, IL
"I consider AWM the benchmark of a home grown, grass roots wealth management company. Built from the ground up utilizing years of combined experience, AWM takes your financial picture into consideration, and focuses on your goals and expectations with realistic outcomes. You won’t find fast-talk and promises that cannot be met by AWM."
-Thomas & Christine - Punta Gorda, FL
"Knowing Steve and Chrissy previously I had 100% confidence they would do what is best. Additionally, they are very friendly and greet me as a friend as well as a customer."
- Richard - New Lenox, IL
*These statements are testimonials by clients of the financial professional as of {7/16/25}. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing these testimonials. These views may not be representative of the views of other clients and are not indicative of future performance or success.