Advanced Trustee Strategies

Financial ServicesCalifornia, United States2-10 Employees

Advanced Trustee Strategies--is dedicated to helping people both learn and implement advanced strategies that help them effectively manage and pass on their wealth. We are committed to education and offer a wide range of seminars, workshops and presentations, including our signature workshop: "The Seven Biggest Mistakes Trustees Often Make."

We pride ourselves on forging relations with estate planning attorneys and accountants to develop wholly customized strategies for each individual and family it assists. From 1990-2015, our Financial Consultants were affiliated with LPL Financial, the nation's largest, independent Broker Dealer, based on total revenues, as reported in the Financial Planning Magazine, June 1996-2012. Its lead wealth strategist Sandeep Varma was a registered representative with LPL for 25 years, and the securities and advisory services he informed his clients of were offered through LPL Financial (Registered Investment Advisor; Member FINRA / SIPC). 

Thanks to being independent, ATS has not only been able to obtain unbiased research but also to offer its clients unbiased advice and access to a universe of investment products and services that other practices may not provide. It has offices in San Diego and the San Francisco Bay area and has worked with clients throughout the country for over 25 years.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC(
www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠ and/or ATS Wealth Management. Insurance services offered through an Avantax affiliated insurance agency and/or Varma Insurance Marketing Strategies. CA 0790710. ATS Wealth Management is not affiliated with Avantax®. Please visit www.Avantax.com/social_policy/ for more information.

Contact Information:

San Diego 858-643-5757            Menlo Park 650-243-2224

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