ATS is a financial services firm specializing multi-generational estate planning. Our dedicated team of financial professionals proudly stands by our hallmarks of integrity, service and knowledge in our mission to exceed your highest expectations.
ATS stands for Advanced Trustee Strategies. ATS Financial Services is dedicated to helping people to learn about and implement advanced strategies to most 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". ATS works as a team with estate planning attorneys and accountants to develop the most appropriate strategies for individuals and families.