The Atrium Financial Group

Financial ServicesNew York, United States11-50 Employees

The Atrium Financial Group is a founding member of Northwestern Mutual’s newly formed Private Client Group, a specialized group of expert advisory teams who provide elevated private wealth management expertise for clients with significant means.

The Atrium Financial Group works with families and small business owners who share their values of family, commitment to excellence, mutual respect, integrity, and personal and professional growth. The team specializes in creating financial freedom through multi-generational estate planning and income distribution strategies. Their comprehensive, tax-efficient approach to finance integrates traditional financial planning with cutting edge behavioral finance. The group’s coaching and stewardship inspire their clients and community to realize their full potential.

The Atrium Financial Group team is also proud to offer financial planning by and for women. The practice includes women who have earned the Certified Financial Planner professional designation, providing expert guidance and innovative solutions tailored to the specific goals and aspirations of women.

The team, led by Founder William Newman, and Partners Michael Mennella & Jeremiah Mackey, represents a combined 70 years of experience, and their footprint spans from Manhattan, to Long Island, to the Albany and Adirondack areas.

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