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 with an immediate increase in value plus the opportunity to leverage our resources and outside opportunities to grow faster than you have in the past.
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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 you 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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Protecting capital is important everyone. 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. Investors make money during economic booms but lay the foundation for that wealth creation during uncertain times like we are currently experiencing. Don't abandon asset allocation- embrace it! keep a portion of in liquid securities like stocks and bonds, keep a portion in real estate, and grow your wealth in private markets in a less risky diversified way. The key difference is to book the profit on a regular basis. When market or economic conditions change you shift from one asset class to another to achieve the best possible rates of return. This simple strategy keep the account fully invested in the highest performing asset classes during bull trends and the highest performing asset classes or cash in the bear trends.
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We invite you to discover and experience the power of our services. Schedule an interview with an investment advisor, do your due diligence, and invest in one account.
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™
