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

ATS Wealth Management

More photos from our Alaskan Cruise! We're having SUCH a blast with our amazing clients and ATS Wealth Management team 😁🌊

We feel incredibly lucky to be able to facilitate this experience and we can't wait for many more adventures to come!

Pictured: ATSWM clients, ATSWM team, Founder Sandeep Varma

09/18/2023

Join us: TUESDAY 9/19! This week’s Zoom seminar will provide a “Real Estate Outlook” by Realtor Nick French. SAVE YOUR SPOT: https://sbee.link/3tgrwyukn7

09/14/2023

In this seminar you'll learn the history of life insurance, how to safeguard your family against unexpected events, and how to strike a balance between protection and investment!

ZOOM Registration Link: https://sbee.link/t8qhjna3k4
Date: Wednesday, September 20th
Time: 2pm-4pm
Venue: ATS Wealth Management In Person OR via Zoom
Led by Founder Sandeep Varma

Photos from ATS Wealth Management's post

09/12/2023

We're already having SO much fun with our ATS family and clients on our Alaskan Cruise! 🛳️ 🌊 Stay tuned for more photos of all the festivities this week!

09/06/2023

Ongoing wars. Growing nuclear threat. Global pandemic. Recession. Rising international tensions. Civil unrest. Terrorism. Natural disasters. All of these factors are confronting investors as we head into the 2020s.

They raise uncertainty and surprise, which are two things that cause angst among investors- often expressed in investment markets. But none of these are concerns we haven’t experienced before.

We decided to write this book because we thought it would be helpful for people to see that much of what we are going through, while it may seem unprecedented, sometimes really isn’t.

ORDER NOW: https://sbee.link/jcfdmrbqk7
Author: Sandeep Varma

09/04/2023

Please join us THURSDAY 9/7 for an informative seminar on Charitable Remainder Trusts (CRTs).
Explore how CRTs provide tax advantages and income benefits during your lifetime while supporting philanthropic organizations close to you.

Featuring Sandeep Varma: Founder and expert Wealth Advisor at ATS Wealth Management.

08/31/2023

Join us for our exciting events this upcoming month! You can now attend either in person OR on Zoom.
Register now: https://sbee.link/dnqp3aj9by
Keep up-to-date with our events on Facebook: https://sbee.link/mpa8vcdwn9 (Insurance Seminar) https://sbee.link/wgvda4k37n (CRTs Seminar)

08/29/2023

What do you know about Charitable Remainder Trusts? Get all the information you'll need in our upcoming seminar on Sept. 7th: https://sbee.link/9ugpx8rdny

08/25/2023

MONDAY 8/28: Gain insights into different annuity products, their benefits, and how they play a role in retirement planning. Now you can attend either in person OR via Zoom. Register Today: https://sbee.link/yabvxn3dqf

08/24/2023

Quick shoutout to our lovely ATS Wealth Management family! We feel lucky to work alongside such a wonderful team. Don't they look great?! 😁

08/21/2023

Ramp up your financial knowledge with this week's 3-question Wealth Management QUIZ! How many did you get right this time? Let us know in the comments!

08/18/2023

What do I wear? What do I eat? The psychology of decision-making has been a fascination for hundreds of years. Many explanations have been offered, but one that's received attention over many decades is Maslow’s Hierarchy of Needs. In this book, we turn our attention to becoming the person we envision we want to become: a self-actualized being.

ORDER NOW: https://sbee.link/pu3v96rg8f

08/17/2023

The TIE Young Entrepreneurs Global Pitch Competition 2023 was an amazing experience! Congratulations to this year's winning team "Drug Detectives" from TYE South Carolina 😊 We already can't wait for next year's competition!

08/16/2023

Sandeep Varma & Nisha Varma brought back some sweet treats from their recent trip to Japan for the office to try! We had so much fun taste-testing... and check out how cool the packaging looks too!

08/15/2023

TOMORROW: Learn about our different investment options, asset allocation strategies, and how to build a well-diversified portfolio to optimize returns while simultaneously managing risk. Sign up on our website now: https://sbee.link/bh8gfvume3

08/14/2023

We have lots of exciting and informative seminars coming up! Visit our website to claim your spot now: https://sbee.link/pqatd8w7ef

Events are all held both in-person at ATS Wealth Management and online via Zoom. Feel free to invite friends or family members who might benefit from these sessions. We look forward to seeing you there!

08/11/2023

We had an absolute blast at our Client Summer Mixer! ☀️
Thank you to everyone who came out to enjoy our event. Maintaining strong relationships with our clients is very important to us, and we were so glad to see everyone having fun. There's no better combination than sunshine, barbecue, games, and smiles to create an amazing summer mixer!

08/10/2023

Please join us TUESDAY 8/15 for "Travel With Alan" by Alan Schiller, who will give valuable information and education on the outlook on Cruises and Travel! REGISTER HERE: https://sbee.link/pudfjwca4t

08/08/2023

Enjoy our Wealth Management Tip of the Week! ✍️ Contact our team or visit us at atswealthmanagement .com to get started today: https://sbee.link/3dpxqh4tyc

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