The ATS Story
The ATS Story
Throughout the ATS Story, the Varmas have made it their mission to provide families with supportive and personalized solutions that allow them to administer their assets responsibly and efficiently. They understand the unique needs of each household and strive for transparency in order to provide sound guidance throughout the management process. That is why the Varmas emphasize building strong relationships with all those they work with; they are committed to providing quality service while upholding family values – something they value highly.
At ATS Wealth Management, we pride ourselves on providing seminars and workshops for clients and prospects alike – such as the Seven Biggest Mistakes and the Advanced Trustee Workshop – which have helped thousands of trustees become more aware of the intricacies involved in estate planning.
We understand that when it comes to your money and legacy, you need more than just credentials; you need trust and integrity. That’s why we go above and beyond to uphold fiduciary standards, offering tailored advice on investments for each client’s unique circumstances that can change over time. As part of the ATS Wealth Management family, you can expect a level of service that is always professional yet approachable – like a member of the same family – and rest assured that we will be there for you at every step along your financial journey.
Value-Driven Financial Partners
Our core values reflect this commitment through:
✓ Comprehensive Education
At ATS Wealth Management, we prioritize our clients' financial education above all else. The best way to ensure long-term success is to equip our clients with the knowledge and confidence they need to make informed decisions.
✓ Tailored Solutions
Our team works hard to develop customized plans that suit each client's individual needs and goals. We consider every detail about their financial situation, such as income level, current assets, future objectives, risk tolerance, liquidity preferences, and more.
✓ Unwavering Support
At ATS Wealth Management, we don't just provide one-time advice or solutions; we're a partner you can rely on for the long term. From creating individualized wealth strategies to monitoring investments over time, we offer ongoing support throughout every stage of your financial journey.