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Clear intellect.

pure partnership.

WealthAtlas

WealthAtlas by Perceptive Edge Investment Management, Inc. is a modern take on financial planning. WealthAtlas provides access to a personal financial professional to help answer your financial questions. With no asset level minimums and a flat monthly fee, WealthAtlas is great for many types of financial situations and perfect for young professionals and families looking for affordable personal financial advice. 

At Perceptive Edge, our goal is to provide confidence in guiding the complex life decisions that everyone faces. We believe that personal financial advice is important for everyone - regardless of asset levels - because everyone has to make important financial decisions throughout life. 

CONFIDENCE. WISDOM. KNOWLEDGE.

Why WealthAtlas?

NO minimum asset level
personalized financial coaching
Message and video call with Financial professionals
library of financial education
resources
Personalized client portal
annual financial wellness assessment
News

CONTACT US

For any questions, please contact us at:

952-856-7265

Contact
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