Awards and Industry Recognition

About The Atwood Group

Reasons clients come to us

  • You find yourself underserved elsewhere
  • You are moving from illiquidity to liquidity or are planning for future liquidity
  • You're a high-profile executive, founder or professional investor seeking to manage the complexity of your wealth, work and family

What we do differently for you

We distinguish ourselves in key areas that are critical to families with substantial wealth.
Multi-family office approach
We work with a finite group of highly affluent families so that we may help oversee your full balance sheet in concert with outside specialists.
Discretionary portfolio strategies
As members of the J.P. Morgan Wealth Management Portfolio Manager Program^,1^we have designed portfolio strategies that we customize in consideration of each client's needs and expectations.
Cash flow modeling
We review and provide feedback on expected expenses, including near-term cash needs, to establish a cash management plan.
Charitable planning specialists
Our team reviews your past and existing philanthropy, helps explore further philanthropic goals, and reviews your current charitable plan, adjusting as needed.
Educational seminars
We offer workshops designed to help increase financial literacy, wealth transfer success and investor confidence. Recent sessions have included Preparing to Launch, Women of Wealth, Money in Relationships and Introduction to Stocks & Digital Assets.
Connections and networking
We make introductions to estate attorneys, CPAs and other professionals, and bring together people on a personal level to share synergies.

Meet Our Team

Insights

Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Investing

Where to invest cash to boost its yield

May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
Family Legacy

How parents can create financially independent adults

May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.