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Contact Information
Ready to explore how our approach might serve your unique situation? Reach out directly, or schedule a time that works for you.
New York, NY 10038
Principal Office
Registered Investment Adviser, State of New York. We work with clients nationally and maintain offices in New York, Los Angeles, and Miami.
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Book a 30-minute introductory call to discuss your situation and explore whether our approach is the right fit for your needs.
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The questions people most often ask before our first conversation.
What should I expect in our first conversation?
Our initial call is about mutual evaluation. We'll discuss your current situation, goals, and challenges while explaining our approach and philosophy. No pressure, no sales pitch. Just an honest conversation about whether we're the right fit for your needs.
What makes Atlas Meridian Capital different from other wealth management firms?
We combine technical depth with strategic integration, offering wealth management that spans tax, estate, investments, and private assets, all tailored to your unique life and legacy.
Who do you typically work with?
We work with founders, creators, collectors, and business owners with complex financial lives, often post-liquidity or approaching a major transition.
What types of transitions do you typically help clients navigate?
We work across key inflection points, exits, generational shifts, liquidity events, and turning a personal brand or business into enduring wealth.
How do you approach investment strategy?
We focus on alignment first, ensuring your portfolio fits within a broader architecture that reflects your goals, risk tolerance, tax exposure, and long-term priorities.
Do you work with multi-generational families?
Yes. Many of our clients look to us to help preserve clarity and continuity across generations, structuring wealth with intention and flexibility.