ATS Wealth Circle

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Cupertino, CA
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.

07/21/2026

We're honored to support organizations that make a meaningful difference in our community.

Thanks to the incredible generosity of our clients, friends, and supporters, our annual fundraiser for Second Harvest of Silicon Valley helped provide 18,631 meals to individuals and families facing food insecurity.

We're grateful to everyone who contributed and to Second Harvest of Silicon Valley for the important work they do every day to nourish our community with dignity and care.

Giving back has always been an important part of who we are, and we're thankful to be part of a community that shares that commitment.

Thank you for helping us make an impact, we couldn't have done it without you. 💙

07/20/2026

Families don't avoid legacy planning because they don't care.

They avoid it because it feels uncomfortable or rationalized as "something we'll get to later."

Unfortunately, "later" often turns into never, leaving family members to piece things together during an already emotional time.

These conversations matter before they become urgent. Not just for financial reasons, but to make things simpler for the people you care about most.

07/17/2026

As careers progress, financial decisions rarely become simpler.

Compensation might change. Tax considerations may become more layered. Major decisions may start overlapping at the same time.

That's why many executives eventually realize financial planning requires having the right perspectives and conversations.

07/15/2026

Long-term progress is rarely built from one perfect investment or one perfectly timed decision.

More often, it comes from staying disciplined through different market environments, making thoughtful adjustments along the way, and continuing to move forward even when conditions change.

07/13/2026

Receiving an inheritance often comes with more than just financial decisions—it can also come with grief, uncertainty, and the pressure to "do the right thing."

One of the most common mistakes people make is feeling like they need to act immediately. In reality, giving yourself time to process, understand your options, and create a plan can make all the difference.

Whether you've inherited cash, real estate, retirement accounts, or investments, each asset comes with its own considerations. Taking a thoughtful approach can help ensure the wealth you've received supports your goals and honors the legacy of the person who left it to you.

If you've recently received an inheritance and aren't sure what steps to take next, we're here to help guide you through the process. https://atswealthcircle.com/get-in-touch/

07/10/2026

Saving for retirement is only part of the equation.

The next question becomes how that wealth turns into income that can support your lifestyle over time.

Where withdrawals come from, how they adjust through different market environments, and how they fit into your broader financial picture all play a role in how sustainable the plan actually is.

This is where retirement planning becomes more than a number. It becomes an ongoing strategy that evolves as life does.

07/08/2026

Behind the scenes, our team is continually reviewing your strategy, monitoring changes that could impact your goals, and discussing how the different pieces of your financial life fit together over time.

Ongoing planning helps ensure decisions stay aligned with where you are today and where you want to go tomorrow.

07/06/2026

Building a business changes over time, and the financial decisions tend to change with it.

Early on, the focus is often on creating stability and momentum. As things grow, conversations start to shift toward taxes, risk, long-term planning, and what life eventually looks like beyond the business itself.

Each stage brings different opportunities, challenges, and decisions to think through along the way.

07/04/2026

Today we celebrate 250 years of independence, resilience, and the enduring spirit that continues to shape our country.

Happy Independence Day to the land of the free and home of the brave.

Address

19200 Stevens Creek Boulevard Suite 240
Cupertino, CA
95014

Website

https://atswealthcircle.com/

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