News
September 22, 2021The Atrium Financial Group Announces Merger
The Atrium Financial Group is expanding its team and presence across New York State, providing further opportunity to deliver a distinctive client experience.
The Atrium Financial Group, led by Founder William J. Newman and Partner Jeremiah J. Mackey, has merged with the successful practice of Michael P. Mennella of Garden City, NY, who has been named a partner in the firm. The now 21-member team represents a combined 70 years of experience, and their footprint spans from Manhattan, to Long Island, to the Albany and Adirondack areas. This partnership allows this team of professionals to serve over 700 households and manage over $1.4B in client assets.
“This partnership is in direct alignment with the values of all of us at The Atrium Financial Group,” said Newman. “We are committed to building enduring relationships that inspire financial security for our clients, team and community. We want you to become the hero of your own lives.”
“Our combined team is equipped to provide better service than ever before,” said Mennella. “The pooling of our resources will ensure that we can provide our clients whatever they may need, whenever they need it.”
“This team of specialists and staff are primed and ready to help with every facet of a financial plan,” says Mackey. “We’ll guide each generation of your family so you can enjoy your wealth today and for years to come.”
The Atrium Financial Group works with families and small business owners who share their values of family, commitment to excellence, mutual respect, integrity, and personal and professional growth. The team specializes in creating financial freedom through multi-generational estate planning and income distribution strategies. Their comprehensive, tax-efficient approach to finance integrates traditional financial planning with cutting edge behavioral finance. The group’s coaching and stewardship inspire their clients and community to realize their full potential.
The Atrium Financial Group team is also proud to offer financial planning by and for women. The practice includes women who have earned the Certified Financial Planner professional designation, providing expert guidance and innovative solutions tailored to the specific goals and aspirations of women.
In addition, The Atrium Financial Group was recently selected as a founding member of Northwestern Mutual’s newly formed Private Client Group, a specialized group of expert advisory teams who provide elevated private wealth management expertise for clients with significant means.
