ATS Wealth Management is proud to provide expert asset planning services to clients nationwide.
Read below for testimonials from our happy clients.

*This unpaid client testimonial may not reflect the experience of other customers and does not guarantee future success or performance.

I have known Sandeep, Nisha, Steve and the ATS staff for many years and am very impressed Reviewed By their services, professionalism, knowledge of the market, and the friendliness of all of them. I feel safe and confident with them handling my financial future.

David Bridges

We heard about ATS financial at a seminar put on Reviewed By our trust attorney. Sandeep Varma was a featured speaker, and he impressed us very much. We started using ATS financial and our experience with them was very very good, no regrets. Our previous financial organization was not giving us the desired outcome, our investments we’re not going up and a lot of times heading downward.

Richard Cartwright

I have been with ATS for nineteen years. I have felt quite secure even in the rough times. My advisors have always acted pretty actively therefore mostly successful. No question is unanswered which is very helpful!


ATS Offers so much more than just being an investment advisor. Their staff provides advice on insurance, health, well-being, real estate, long-term planning, income generation, wealth management, and so much more. They are not just financial advisors, they are life advisors


Longtime clients- easy to talk with and always willing to answer any and all questions. Put us at ease immediately, we feel like we’re part of a family – our ATS family


Five stars!! Not sure where I would have been without you all after my parents passing. Very special that you all feel like family.


I became involved with ATS at a very challenging time in my life when both of my parents passed away at the same time. Working with ATS at that time was the best decision I made as they helped me get my finances and inheritance set up and away it to handle my current needs as well as for the future in my estate planning for the next generation. I am so grateful ATS came into my life when they did!


Since 2010, ATS has supported my education about managing my retirement planning and accounts. I appreciate the personal attention as well as the real human beings with whom I interact in the process. ATS strives to respond to changes in the market, inform their clientele of suggestions as well as take into account the preferences and needs of each individual. It’s a very professional, smart, and kind group and I recommend them highly!


ATS has served my family at a time of need that occurs with age. Thanks for being available to our family your expertise has been very wise and competent. thank you for your family approach to your clients. We do feel welcome and do you see a professional service.


Marvelous Mindi Makes a difference, a huge difference. A very positive difference. Steve is spectacular. Sandeep should retire when he is 80 not before.