Atomic Wealth

Tiny Changes, Remarkable Results

Welcome to Atomic Wealth, where small, strategic adjustments lead to significant financial growth. Our streamlined process empowers you to understand your risk tolerance and optimize your investment strategy.

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1. Assess Your Risk Tolerance

Take a 5-minute questionnaire to determine your personal Risk Number®.Understanding your unique risk tolerance is crucial for effective investing. Our quick, scientifically-backed assessment pinpoints your Risk Number®, providing a clear picture of how much risk you're comfortable taking.

2. Analyze Your Current Portfolio

Import your existing investments to evaluate your current risk exposure.By analyzing your current portfolio, we can assess how much risk you currently have. This evaluation helps identify any misalignment between your investments and your risk tolerance.

3. Determine Your Risk Capacity

Combine your risk tolerance with your financial goals to assess the risk needed to achieve them.The Retirement Maps feature illustrates how much risk you need to take to reach your objectives. This step ensures that your investment strategy aligns with both your comfort level and your aspirations.

4. Receive a Personalized Proposal

Get a customized investment plan tailored to your Risk Number® and financial goals.We provide a proposal that aligns your portfolio with your risk tolerance and capacity, ensuring that you're taking the appropriate amount of risk to achieve your goals.

5. Access Your Dashboard

Monitor your financial plan with our comprehensive, on-demand dashboard.Stay informed and in control with a dashboard that displays your risk assessment, current portfolio analysis, proposed adjustments, and progress tracking—all in one place.