JEFFREY CERNY
Principal Owner
jeffrey.cerny@atlaswmg.com
(949) 748-7535
2372 Morse Ave, Irvine, CA 92614
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Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We do not constrain the investment universe to publicly traded stocks and bonds. The goal is for those who join us to be cash flow neutral in the pursuit of their financial goals.
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Our software will organize and consolidate all your accounts wherever they are held. Balances and activity are tracked and updated daily. The investment tracker provides real time data, current holdings, current values, and balance history. Assets are analyzed everyday against plan objectives. Over time your situation will change, the markets around us will change, and your goals may even change. We evaluate and interpret data to provide advice specific for you.
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These economic times are unprecedented. We are at an inflection point headed into uncharted territory. The key is to be loss averse rather than risk averse. Don't abandon asset allocation- embrace it!
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We invite you to do your due diligence, schedule an interview with an investment advisor, and discover the power of our services.
OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARYSHIELD™
