As a wealth advisor with Atlas Wealth Management, Patrick thoroughly appreciates the vast and personal relationships he has built with his clients over his career of 16 years. He strives to build a strong foundation with each client and to understand their individual fears, goals, and aspirations. This deep understanding of each client helps him provide comprehensive strategies that drive them to pursue their personal goals and financial dreams.
While focusing on retirement planning, college planning, and insurance, he proactively works to educate his clients nearing and entering retirement. Estate planning is a vital service he provides to his clients, across a broad financial spectrum, so they may leave a legacy though their estate to their loved ones. In addition, many of his clients through the years have become business owners through his tactical financial planning.
He finds it extremely important that his clients have an understanding of what their portfolios are built upon and how they operate in the turbulence of the market. He firmly believes “an educated investor is a much more satisfied and confident investor”. Patrick holds his FINRA Series 7 and 66 securities registrations with LPL Financial and is licensed in life and health insurance.
Patrick is happily married and the proud father of four beautiful childrenThey spend a lot of family time together and enjoy all types of sports, camping, and family vacations anywhere near a beach. They also volunteer with the Frankfort Food Pantry, Boy Scouts, Girl Scouts, and are involved with many local sports programs, such as Frankfort’s Baseball program.
Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.