Good planning starts and ends with you. We help you go wherever you want to go.
Personalized portfolios of public and private investments. We get you access to the investment strategies institutions invest in, and create a portfolio based on your needs.
Implement strategies to preserve wealth and plan for your legacy while minimizing portfolio volatility, protecting from creditors, and reducing your tax footprint.
Have the confidence, peace of mind, and time to focus on whatever is most important to you. Leverage our experience to handle everything else.
Atomi Financial Group, Inc. DBA Alternativ Wealth ("Alternativ Wealth") is an investment adviser located in Irvine, CA. Alternativ Wealth is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Alternativ Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Alternativ Wealth’s website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Alternativ Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Alternativ Wealth with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.