Financial Services
From investment management to retirement planning, we have a range of services to help you pursue your financial objectives.
Whether you’re looking for advanced asset management strategies, estate planning guidance, or tailored financial planning, we’re here to help. Our team of experienced financial advisors takes a personalized approach to help you address your financial goals.
Asset Management
Your assets are more than just numbers; they represent your hard work and dreams for the future. We’ll help you achieve your investment goals in a way that feels personalized and tailored to you.
Learn MoreEstate Planning
Ensuring your loved ones are taken care of is vital. We'll work to create a plan that ensures your assets will be distributed according to your wishes, while minimizing taxes and other costs.
Learn MoreFinancial Planning
ATSWM will guide you through the financial planning process, helping you achieve financial goals and make informed decisions that will benefit you and your loved ones.
Learn MoreInvestment Services
Investing can be intimidating, but with our guidance, you'll feel confident in your decisions. Together, we'll create a diversified portfolio that aligns with your risk tolerance and objectives.
View MoreRetirement Services
Planning for retirement can be daunting, but we're here to help make it a smooth process. We'll create a plan that aligns with your unique needs so you can confidently look forward to retirement.
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At ATS Wealth Management, our team of experienced advisors is dedicated to helping families like yours pursue stability in their financial future through fiduciary responsibility and a holistic approach to investment strategy.
We understand the hard work and dedication it takes to build your assets, and we’re committed to helping you protect and grow them.
We offer a wide range of wealth management services in San Diego, from estate planning to asset management, we take a personalized approach to address your needs and goals. Learn more about our unique approach Reviewed By checking out our video
33 Years of Financial Business
Since 1989, our goal at ATS Wealth Management has always been comprehensive financial planning, client education and informed decision making; developing appropriate strategies to serve your needs as well as those who depend you, for generations to come.
A Shared Legacy
We are proud of our track record of helping clients like you pursue their financial goals, and we’re here to support you every step. ATS Wealth Management is an independent financial planning firm that has been providing advanced asset management and estate planning strategies for over three decades.
Our Professionals
David BridgesI 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.
F.A.C.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!
D.S.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
P.S.Marvelous Mindi Makes a difference, a huge difference. A very positive difference. Steve is spectacular. Sandeep should retire when he is 80 not before.
This unpaid client testimonial may not reflect the experience of other customers and does nto guarantee future success or performance.
