AtlasMark is an Austin-based private wealth management firm providing specialized services to Austin, Dallas, Houston, and the surrounding areas. We believe high net worth financial planning and investment management require highly sophisticated knowledge and personalized service to grow and protect amassed wealth. At AtlasMark, we have the human capital and resources to provide the level of expertise, diligence, and professionalism that individuals, families, and corporations need for long-term success.

Clients of our private wealth management group receive the finest wealth management in the state of Texas. It has always been our practice to fully inform and educate our clients throughout their entire wealth management process. We believe in transparency and have a fiduciary duty to our clients to act in their best interest. Additionally, as a Registered Investment Advisor with the SEC, our firm is held accountable for the actions and recommendations we make.

If you need help with retirement planning, a tax situation, estate planning, portfolio construction, or implementing an employee retirement plan, there is no better firm than AtlasMark to help you accomplish your goals.

Our Mission

Our mission is to be recognized by our community, friends, and clients as the best in class private wealth management firm by objectively guiding clients to their financial goals with our core values of trust, integrity, innovation, and commitment.

Meet the Team

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