Our clients are either getting ready to retire or have retired. Many are from the technology sector, which means they have very unique retirement planning needs.
The financial futures of tech professionals are tied to market conditions beyond their control. Investor emotions, depressed economic conditions, inflation, deflation, bankruptcies of major companies in the industry—all can have a devastating effect if not factored into the equation.
That’s where we make a difference. Through customized financial planning and financial management, we prepare you for unexpected challenges.
Pre-Retirees/Retirees
As someone who is retired or close to retirement age, you want to be confident about your long-term financial stability. It’s important to identify potential pitfalls and plan accordingly based on up-to-date investment knowledge and trends, not yesterday’s outdated rules of thumb. At ATS Wealth Circle, we study the financial strategies that are working today for pre-retirees and retirees so they are positioned to make the most of them.
Tech Professionals
If there’s one word that best describes the environment those working in the technology sector face, it would be this: UNCERTAINTY. One minute, tech companies can be scrambling to cut staff to reduce cost. The next? A “start-up” emerges from the ashes offering new opportunities. At ATS Wealth Circle, we have experience in helping tech professionals maintain their financial confidence and consistency regardless of the challenges or opportunities they face.
Individuals and Families
At ATS Wealth Circle, we understand that individual and family financial planning is a journey marked by evolving circumstances and aspirations. That's why we offer comprehensive and adaptable financial solutions, spanning investments, risk management, tax planning, retirement, and estate planning, ensuring our clients are equipped for every stage of life.
Call: (650) 773-1395
info@atswealthcircle.com
Office:
19200 Stevens Creek Blvd Suite # 240
Cupertino, CA 95014
United States
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