ATS Advanced Trustee Stategies

Specialties

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.

History

Established in 1990.

Sandeep started as a financial advisor at IDS American Express in 1990. In 1995 Sandeep registered with LPL Financial and began ATS Advanced Trustee Strategies. ATS specializes in retirement, tax, and estate planning. Our mission is to help clients preserve their estate and successfully pass it on to the next generation. Planning for your financial future is not a simple task. ATS designs strategies based upon the goals, objectives, & dreams of each client. We thoroughly believe in extensive communication with our clients, so that we can explicitly understand their scenario on a personal level. By conducting business in such a way, we can tailor strategies that to help each client’s specific estate planning needs.

Meet the Business Owner

Sandeep V.

Business Owner

Sandeep is the creative mind and backbone of ATS. As a wealth strategiest for over twenty he has made it his goal to help families plan for their futures. With comprehensive knowledge of diverse and sophisticated investment vehicles, he specializes in working with clients and a team of advisors to implement advanced strategies. In 1995 he created the «7 Biggest Mistakes Trustees Often Make» seminar to help trustees plan properly. Since then he has devised additional educational tools to assist advisors and clients in this complicated area of financial planning. Sandeep conducts in-​depth advisor training for professionals and speaks regularly at various regional and national conferences and symposiums helping other advisors to understand how to educate and implement various advanced strategies for their clients.