Pam Atkinson's Commitment to Excellence

My mission is to empower women to confidently make informed financial decisions by taking the time to understand their dreams, goals and concerns; to clearly explain their options and translate their vision into a dynamic, customized plan that continues to address their changing needs.

As an accomplished, hard-working businesswoman myself, I understand the additional challenges we women face as we balance the demands of our myriad roles in an attempt to have it all.

I get it.

Unfortunately, all too often, in an attempt to lighten their load, women allow financial planning to fall to the bottom of the to-do list. Sometimes they delegate financial planning to their spouses, partners or significant others, thereby robbing themselves of the opportunity to weigh in on the important decisions affecting their lives. I have also observed that, like me, women are planners who have been turned off by the transactional approach, which is pervasive in an industry dominated by men.

These realizations inspired me to create a comprehensive financial planning practice, devoted to a select group of women executives, focused on providing concierge services that go beyond asset management. I want to ensure women are visionaries, not the victims of financial neglect.

You take care of so many things. Let me take care of you.


Recent Events

As part of our ongoing dedication to providing informative resources to our clients, we recently hosted a lunch seminar featuring a reverse mortgage expert, who shared insights about how this financial tool can enhance the options available to retirees and soon-to-be retirees.

Seminar photo

Pamela C Atkinson, CFP®, CLU®

Wealth Management Advisor

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