Jeff has been managing our investments for 15 years. He’s done a phenomenal job of managing our wealth while considering our tolerance for risk. I cannot imagine where we would be without his help. It is comforting to know he and his team are looking out for our financial well-being. I only wish we’d found him sooner!

Jeff has managed our financial needs for years which has given us the confidence to make major purchases worry-free. His valuable advice is always welcomed. Jeff is the financial manager everyone needs—a true partner who engenders peace of mind.”

I met Endry at my brother’s memorial service. His presence there spoke volumes about his competency, trustworthiness, and character. He continues to manage my accounts, and I would highly and confidently recommend Endry to anyone looking for someone who has his finger on the pulse of the world’s economy, and truly has your best interest at heart.”

Endry has been our advisor and partner in our financial journey for 8 years. He is very professional with years of knowledge and experience. He is easy to talk with, an active listener who answers all of our questions, and puts things in an understandable perspective. Endry’s plans, advice, and checkpoint meetings have made it easy for us to realize that we are taking the right steps to secure our financial future. Endry as well as the ATS Wealth Circle team are always contactable, courteous, and extremely helpful, which makes it so easy to recommend to others.

Since working with Jeff and the ATS team, my wife and I have retired (over 15 years ago) with no change to our lifestyle. I would highly recommend the ATS team, as they listen to what your needs are, counsel you where needed, and help maintain the life and funds you have worked so hard for.

I cannot praise Endry, Linh, and Olympia enough. As partners in my financial planning, they helped me navigate life’s big events – changing jobs, funding college, and entering retirement – without fear and with a lot of hope. One thing Endry taught me is to dream. He always opens our talks with the question, what are you dreaming about now and how can we make it happen? You know, after hearing that question over and over, I started believing it and dug down deep to find those dreams and make them land. This team is now an integral part of my life and I am so grateful for their guidance and friendship. Love you guys and all you do!

I am very pleased with the service I have received from ATS Wealth Circle. No matter if the markets are up or down, I feel confident ATS has my best interest and investment goals in mind when managing my portfolio.