ATS Wealth Circle

ATS Wealth Circle A wealth management team committed to providing a tailored solution for retirement. Important Disclosure Information: http://raymondjames.com/smicd.htm

Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Finan

cial Services Advisors, Inc.. Addison Avenue Investment Services and First Tech Federal Credit Union are not registered broker/dealers and are independent of Raymond James Financial Services.

Juneteenth is a time to reflect, recognize, and continue learning.A meaningful moment that holds both historical signifi...
06/19/2026

Juneteenth is a time to reflect, recognize, and continue learning.

A meaningful moment that holds both historical significance and present-day importance.

It's easy to feel like the crowd knows something you don't.When markets are moving, headlines are loud, and certain idea...
06/18/2026

It's easy to feel like the crowd knows something you don't.

When markets are moving, headlines are loud, and certain ideas seem to be everywhere, following along can feel like the safer choice.

But we've seen how this plays out over time.

Decisions made in those moments are often reactive, not intentional. Buying after momentum builds, stepping away when uncertainty rises.

Having the right perspective helps bring things back to what actually matters. Making decisions based on your situation, your timeline, and your goals, not just what everyone else is doing.

Receiving an inheritance can feel straightforward at first.Then the questions start to surface.What should be done with ...
06/16/2026

Receiving an inheritance can feel straightforward at first.

Then the questions start to surface.

What should be done with it? How should it be structured? How does it fit into everything else already in place?

There isn't always a clear path forward, even when the opportunity is significant.

Our goal is to bring a perspective that helps you slow down and make sense of decisions, bring structure where there isn't one, and think through how each choice fits into the bigger picture.

06/15/2026

Two families. Two very different outcomes.

Estate planning isn’t just paperwork — it’s protecting your wishes and the people you love.

Without a clear plan, even the best intentions can lead to confusion and delays.

Major life changes don't just shift your routine. They often change your financial picture as well.Buying a home, starti...
06/12/2026

Major life changes don't just shift your routine. They often change your financial picture as well.

Buying a home, starting a family, or taking on a new opportunity can all come with tax implications that aren't always obvious in the moment.

That's why these moments are worth talking through.

Not after the fact, but as they're happening, so decisions can be made with a clearer understanding of what comes next.

A quick conversation at the right time can make a meaningful difference. Connect with our team to see how we can help with your unique plan: https://atswealthcircle.com/get-in-touch/

Most financial habits aren't built intentionally.They're built gradually, as income grows and life gets busier.Spending ...
06/10/2026

Most financial habits aren't built intentionally.

They're built gradually, as income grows and life gets busier.

Spending adjusts. Priorities shift. Decisions get made without much time to think them through.

At first, it doesn't feel like it matters.

But over time, those patterns tend to stick. What starts small tends to carry forward.

During a divorce, there is a lot happening at once. Emotions are high, timelines feel tight, and decisions often need to...
06/08/2026

During a divorce, there is a lot happening at once. Emotions are high, timelines feel tight, and decisions often need to be made faster than anyone would prefer.

In those moments, it can be difficult to step back and fully think through the long-term impact of each choice.

That is where an outside perspective becomes valuable. Someone who can slow the process down, bring clarity to what matters, and help ensure decisions are made with a clear view of what comes next.

On paper, an offer may make sense, but in reality, it can feel very different.Preparing for that gap is just as importan...
06/05/2026

On paper, an offer may make sense, but in reality, it can feel very different.

Preparing for that gap is just as important as preparing the numbers.

As your income rises, your financial life rarely becomes simpler.This is where financial advice becomes less about infor...
06/04/2026

As your income rises, your financial life rarely becomes simpler.

This is where financial advice becomes less about information and more about structure.

At a certain point, it's not the amount of income that matters most, it's how well everything around it is organized.

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19200 Stevens Creek Boulevard Suite 240
Cupertino, CA
95014

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