Comprehensive Advice.
Tailored Services.

Your roadmap to financial freedom begins here.

Do Your Finances Align with Your Vision for the Future?

There is no one-size-fits-all plan when it comes to managing your money. Based on your comprehensive financial assessment, we will create a plan and build a portfolio designed to meet your needs.

Define and prioritize your short- and long-term goals.

Learn how your decisions impact your wealth and how to pivot as needed.

Build and maintain your wealth with an advisor dedicated to you.

Welcome to Atwood Capital Management

Atwood Capital Management is a boutique financial planning and investment management firm. We provide clear, no-nonsense financial planning and investment management tailored to your needs. With a focus on integrity and transparency, we work with you to create simple, effective strategies that help you achieve your financial goals—trustworthy advice, without the complexity.

Our Services

We offer a guided process to help you accomplish your goals.

Financial Planning

Achieve your financial goals with an individualized plan that incorporates investment recommendations, tax strategies, and retirement planning.

Explore Our Financial Planning Services

Investment Management

Feel secure with an investment portfolio that considers your investment objectives and individual circumstances.

Explore Our Investment Management Services

Embark on Your Financial Journey

Step 1

Begin with a free, no-obligation consultation.

Step 2

Complete a comprehensive financial assessment.

Step 3

Experience the life you always envisioned with a plan that fits you.

Explore the Latest Insights

Estate Planning: Save Money. Live Better.

Many people are familiar with Walmart's incredible success: from a single store in 1950 to more than 10,600...

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The Three Basic Types of Income Tax Planning

Income tax planning involves strategies that help reduce a taxpayer's liability by legally utilizing provisions within the tax...

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From $70,000 to $222 Million

In 2021, ProPublica revealed that Ted Weschler, who has been one of Warren Buffett's deputies at Berkshire Hathaway...

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