Private Wealth Management
Every Minute Counts When Growing Wealth
Private Wealth Division
AtlasMark Financial is EIP's boutique wealth management firm that serves private, high net worth families across Texas and the United States. By becoming part of our private wealth management group our team will relieve the stress, time and difficulties that come with managing large sums of family or individual wealth.
Tyler Tasset MS, CFP®
Tyler Tasset MS, CFP® graduated from the University of Arkansas with a Bachelor of Business Administration degree in Finance & Accounting and has a Masters in Personal Financial Planning from Texas Tech University.
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Erik Anderson CPA, CFP®
Erik Anderson, CPA, CFP®, PFS, Owner and President of Employee Incentive Plans, Inc. graduated from Baylor University with a Bachelor of Business Administration degree in Accounting and a Master of Taxation.
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Team manages over $420 million of clients assets
Wealth Management team will have a CPA and/or CFP® practitioner.
Adviser's individual wealth is invested in the same method as our clients
Typical Clientele
Our private wealth service is best suited for families who are business owners, dentists, doctors, surgeons or retirees. We are here to help.
Private Wealth Services
Our team takes a comprehensive look at your financial picture - both your resources and needs. We then work with you to systematically develop a centralized strategy to protect, grow & achieve your financial & wealth objectives.
Investment Management
Investment Management service helps client's achieve long-term wealth creation & stability through:
- Portfolio construction
- Asset optimization
- Tax efficiency strategies
- Ongoing monitoring
Financial Planning
Financial planning service develops a wealth strategy to help client's achieve current and future financial goals through:
- Retirement Planning
- Cash flow & budget planning
- Risk management
- Ongoing monitoring
Wealth Stewardship
Wealth Stewardship service help client's enhance their wealth by empowering beneficiaries & philanthropy goals through:
- College planning
- Tax efficient charity giving
- Family offices & governance
- Estate planning
