ATS Wealth Management

ATS Wealth Management Independent Financial & Estate Advisors. Creating Strategies for Over 32 Years. Founder Sandeep Varma

Happy Diwali everyone!
10/31/2024

Happy Diwali everyone!

08/07/2024

The impact of mentorship: Giving back as a CEO 👑

Mentorship is a powerful tool for both personal and professional growth.

As business owners, we have the unique opportunity to mentor the next generation of leaders.

Share your experiences, provide guidance, and help them navigate their careers.

I love having interns over the summer because of this.

The rewards of mentorship are mutual - you'll gain fresh perspectives and inspire future leaders.

Success is a journey, not a destination. Meeting Richard Branson reminds us that continuous learning and adaptability ar...
08/07/2024

Success is a journey, not a destination. Meeting Richard Branson reminds us that continuous learning and adaptability are crucial. At ATS, we celebrate our clients' successes and are committed to guiding them through every step of the journey. Aim higher.

🌟 I want to take a moment to highlight Dr. David Fogel, our director of research at ATS.Dr Fogel's remarkable career spa...
08/05/2024

🌟 I want to take a moment to highlight Dr. David Fogel, our director of research at ATS.

Dr Fogel's remarkable career spans over 30 years in AI and computational intelligence. He is a true genius.

He has exited a hedge fund.

He has co-founded multiple Ai companies, authored 8 books, and published over 200 papers.

His innovative work includes 10+ patents and the FDA's PREDICT system.

He's a leader in such a wide range of industries it's astonishing.

This was a nice moment I shared with a distinguished leader.As a leader in my firm I deeply value the lessons we can lea...
08/05/2024

This was a nice moment I shared with a distinguished leader.

As a leader in my firm I deeply value the lessons we can learn from other experienced leaders -- Whether in politics, business, or life.

Their insights remind us of the importance of resilience, vision, and commitment.

So your spouse passed away, now what?Here are things that can happen if your estate is not in order👇😵 Decrease in wealth...
07/18/2024

So your spouse passed away, now what?
Here are things that can happen if your estate is not in order👇
😵 Decrease in wealth
😵 Tax issues
😵 Legal issues for your heirs

As if losing your spouse isn't scary enough, think about your children and the mess they will have to go through if your estate is not in order. Learn The 7 Biggest Mistakes Trustees Often make and protect your family.

Don't miss our weekly Tuesday Zoom on June 25th, 2024 at 10:00 am (PST)Our Zoom will commence with the MarketWeek review...
06/21/2024

Don't miss our weekly Tuesday Zoom on June 25th, 2024 at 10:00 am (PST)

Our Zoom will commence with the MarketWeek review by Dr. David Fogel. David will review the fundamentals and technicals of the market. We will cover the market movements, current trends, moving averages, and economic reports that may affect the markets.

This week’s Zoom will provide information on a “Long Term Care 101”, by guest speaker, Hans Hug, Jr., Long Term Care Insurance Specialist.

Learn more about:
• What LTC Insurance covers
• Designing coverage
• Types of care
• How benefits are paid out
• How claims are approved

Register in advance for this webinar:
https://us02web.zoom.us/meeting/register/tZAudeqrpzMoGd13HcTFEmidcX0uxPc3WgKW

Looking forward to seeing everyone on Tuesday! Have a great week!

10/31/2023

Happy Halloween from Your ATS Family!

The Medicare annual open enrollment period begins TODAY through December 7th! This period gives you the opportunity to r...
10/15/2023

The Medicare annual open enrollment period begins TODAY through December 7th!
This period gives you the opportunity to review your health plan and prescription drug coverage for 2024 in order to BEST meet your needs.

Visit the Medicare website HERE to get started: https://sbee.link/p6htcqy3wg

Join our free seminar and discover the power of IRAs as a tax-efficient way to build your nest egg.Tuesday, October 17th...
10/11/2023

Join our free seminar and discover the power of IRAs as a tax-efficient way to build your nest egg.
Tuesday, October 17th - 2-4pm
RESERVE YOUR SPOT: https://sbee.link/8tm96g7pnk

JOIN US 🎉 10/10 Free Financial Webinar including important market updates & predictions from Dr. David Fogel- Plus new g...
10/09/2023

JOIN US 🎉 10/10 Free Financial Webinar including important market updates & predictions from Dr. David Fogel- Plus new guest speakers all the time! Register now to save your spot: https://sbee.link/b378p9vy4f

Address

5435 Oberlin Drive
San Diego, CA
92121

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18884468275

Website

http://www.sipc.org/, http://ww.finra.org/

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