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

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Newsroom

Greg Giardino, CFP®, CPWA, Vice President, and Financial Advisor at Wealth Enhancement was featured by U.S. News in “Never Retire: Why People Are Still Working in Their 70s and 80s.” 

Newsroom

Greg Giardino, CFP®, CPWA, Vice President, and Financial Advisor at Wealth Enhancement Group was featured by Investopedia in “Nearly 70% Millionaires Don't Feel Wealthy, Survey Finds.” 

Newsroom

Greg Giardino, CFP®, CPWA, Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CNBC in “Some Experts Have Raised the Odds of a Recession. Here’s How Much You Should Have in Emergency Savings.” 

Newsroom

Laura Mattia, CFP®, MBA, Ph.D, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by ThinkAdvisor in “14 Pieces of Investing ‘Wisdom’ That Are Not So Wise: Advisors’ Advice.” 

Newsroom

Laura Mattia, CFP®, MBA, Ph.D, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was Quoted by MarketWatch in “I’m 93 and Healthy with $475K Sav

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:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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

Meet with an advisor

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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.