Atlas Legacy Advisors Expands Family Office Capabilities With Addition of Eddy Investment Group, Tops $1B in AUM
Atlas Legacy Advisors announced today that the Eddy Investment Group, a multi-family office team serving
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Atlas Legacy Advisors announced today that the Eddy Investment Group, a multi-family office team serving high-net-worth families, has joined the firm, expanding Atlas’ family office capabilities while bringing the firm’s assets under management to more than $1 billion.
Atlas Legacy Advisors is an independent multi-family office, providing high-net-worth families, business owners, executives, entrepreneurs and athletes and entertainers, wealth management and multigenerational planning expertise, including comprehensive financial and estate planning and investment management.
The Eddy Investment Group helps successful families protect and grow their wealth through comprehensive financial planning and investment management. The team will continue to serve clients from its Redondo Beach office, expanding Atlas’ presence in Southern California. Atlas now has three offices across California.
Joining Atlas are Wendy Eddy, CPWA®, CRPC™, founder and managing director of the Eddy Investment Group, who brings more than 30 years of experience and will serve as Managing Director, and Alexandria Page FPQP®, who will serve as Relationship Manager.
“Wendy and Alexandria bring deep experience working with families to help manage, protect and grow generational wealth,” says Marc Rosenbach, CPWA®, CEPA®, Founder and Managing Partner at Atlas Legacy Advisors. “Their knowledge and experience will deliver tremendous value for our clients and further strengthen the solutions we can bring to families with complex wealth.”
“The Eddy Investment Group has built a strong reputation serving families across generations,” said Bryan Molinar, MBA, CFP®, CIMA®, CEPA®, Partner and Wealth Advisor at Atlas. “We share a fiduciary commitment and a focus on helping clients enhance and protect their legacies for generations to come.”
“Atlas provides the level of service and breadth of capabilities that families with significant wealth need,” said Wendy Eddy. “We are excited to join such a talented team and strong culture and look forward to giving our clients access to an enhanced family wealth experience.”
About Atlas Legacy Advisors
Atlas Legacy Advisors LLC is an independent, SEC-registered investment adviser (RIA), founded over 30 years ago by Marc Rosenbach to provide high-net-worth families with wealth management and multigenerational planning expertise, including comprehensive financial and estate planning and investment management. To learn more, visit: www.atlaslegacy.com.
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