Atlas Team

1577 Fruitville Road

Sarasota,

FL

34236

Atlas Team

About the Atlas Team

Welcome to the Atlas Team, where our commitment to serving our client is paramount. We offer our clients independent, merit-based recommendations—because we're consultants, not salespeople. Our planning process is comprehensive. We also prioritize investing with a focus on risk reduction for our clients, helping them achieve their lifetime goals while developing lifelong relationships. Our priority is S.M.A.R.T.E.R. Financial solutions: Scientifically | Managed | Assets | Requiring | Trust | Education | Responsibility™. With decades spent studying and applying financial science to the needs of our clients, you'll experience why our personal touch matters. Reach out today!

It's Your Smarter Money

Resources from our team

Filters

Newsroom

Laura Mattia, CFP®, MBA, Ph.D, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by TheStreet in an article titled, “Workers Struggle with One Big Problem When They Retire.” 

Newsroom

Laura Mattia, CFP®, MBA, Ph.D, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by U.S. News in an article titled, “Deciding Between a Roth vs.

Newsroom

Laura Mattia, CFP®, MBA, Ph.D, Senior Vice President, and Financial Advisor at Wealth Enhancement was quoted by MarketWatch in an article titled, “The U.S.

Newsroom

Laura Mattia, CFP®, MBA, Ph.D, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by The Everygirl in an article titled, “We Asked Experts: How Will The Tariffs Actually Affect Your Finances?” 

Newsroom

Laura Mattia, CFP®, MBA, Ph.D, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by FA Magazine in “Advisors Share Their Strategies For Serving Women” 

Team locations

Sarasota, FL
1577 Fruitville Road, Sarasota, Florida, 34236
Oakland, NJ
393 Ramapo Valley Road, Second Floor, Oakland, New Jersey, 07436

Your complimentary consultation

During your no-obligation meeting, you will:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

Invalid phone number.

Tell us a bit about you.

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy

By providing your number, you consent to receive phone calls and text messages, including information, appointment confirmation and reminder, and service communications. Consenting to calls and texts is not required to receive any service. To opt out from texts, reply STOP. Message & data rates apply.

Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.