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ATS Wealth Management

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7 reviews
+1 (858) 643-5757
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Welcome to ATS
Welcome to ATS
ATS Team in front of the ATS office building in San Diego
ATS Team in front of the ATS office building in San Diego
5435 Oberlin Dr Ste 200
San Diego, CA 92121
+1 (858) 643-5757
https://www.atswealthmanagement.com
ATS Wealth Management specializes in retirement, tax, and estate planning. For over 32 years, our mission has been to help clients preserve their estate and successfully pass it on to the next generation. Through comprehensive knowledge of diverse and sophisticated investment vehicles, ATS Wealth Management advises its clientele on mutual funds, exchange-traded funds ("ETFs"), variable annuities, equities, high-yield bonds, and fixed income instruments, including money market funds and options.

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Reviews

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5.07 reviews
Photo of Jennie S.
Jennie S.
7/28/2016

My father worked with Sandeep over the past 15 years to get his estate in order. My father passed away in January 2016. As an only child, all of the estate and financial responsibilities have now...

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Diane A.
8/23/2023

Vast amount of information. EZ to navigate. Appears to be all inclusive. I personally see no need for additional subject matter at this time. Diane Aratani

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Photo of Bert R.
Bert R.
4/7/2021

I lost several hundred thousand dollars in the 2007-2008 recession, due to many years of following the leads of poor or untrustworthy investment advisors. Then I discovered ATS, by attending a...

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Randi B.
9/9/2021

Sandeep and his team came into our lives about 12 years ago. They took an undefined ragtag group of investments and created a plan that will span generations. They have given us peace of mind,...

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Photo of Judy F.
Judy F.
11/17/2015

We have done business with Sandeep and Steve for 25 years.....they are not only advisors, they are our friends. The ATS team of advisors and staff are always professional and caring. They are...

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John Tanner - Financial Advisor, Ameriprise Financial Services, LLC

John Tanner - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the San Diego, CA area, John Tanner will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
James Schwager - Financial Advisor, Ameriprise Financial Services, LLC

James Schwager - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the San Diego, CA area, James Schwager will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
United States›California›San Diego›ATS Wealth Management

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