WELCOME TO ATARA WEALTH MANAGEMENT

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Atara Wealth Management we know how to disrupt the status quo and want to help you do the same.

It's your life, you should live it the way you want. Our advisors believe that knowledge leads to independence. Together we’ll leverage your goals with smart financial advice to ensure you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help

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Don't Just Dream It, Design It!

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Lifestyle

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

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Investment & Insurance

Investment & Insurance

Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

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Divorce

Divorce

Millions of people are divorced each year. Sadly, even the best efforts of legal consultants and other professionals often leave one partner penniless, while the other continues to prosper. 

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Retirement

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

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<p>18 Years&#8217; Worth of Days</p>

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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