Protect, grow, and pass on everything you’ve built.
A coordinated team of tax, legal, and financial specialists. The kind the ultra-wealthy keep on staff, built for doctors and business owners.
Why we’re the best.
- Keep more of what you earnStructured legally, year after year.
- 100% legal & IRS-compliantEvery structure we build, by the book.
- Four disciplines, one teamTax, legal, growth and estate, coordinated.
- In-house tax, legal & wealthAll under one roof, no hand-offs.
One coordinated team across the four disciplines that protect wealth.
Asset Protection
Put it out of reach.Home, savings, and practice moved into structures a lawsuit can't touch.
Tax Reduction
Stop overpaying the IRS.Change how income is earned and taxed so you legally cut the bill.
Asset Growth
Compound what you keep.The dollars you stop losing, reinvested under one plan.
Estate Planning
Hand it down whole.Reaches who you choose without probate or an estate tax bill.Where high earners quietly leak money.
Most of these are fixable. You just need the structure most advisors never set up.
S-corp set up but no MSO
You're stuck paying ordinary rates on dollars that could route through a different entity.
Retirement vehicles maxed, and that's it
Defined-benefit and cash-balance plans can dwarf the 401(k) ceiling for high earners.
Personal real estate held personally
One lawsuit reaches everything in your name. Trust + LLC structure separates it.
Family payroll not running
Paying your spouse or adult kids correctly shifts brackets and funds Roths most years.
Depreciation left on the table
Cost-segregation studies on owned property routinely unlock six figures.
No estate plan past a basic will
Probate strips 3 to 7% off every dollar and freezes assets for months.
A clear path, handled end to end.
Free strategy call
We learn your picture and tell you straight if we can help.
Audit & plan
We map what's exposed, what's leaking, and what it's worth to fix.
We build it
Trusts, entities, and transfers handled end to end. You don't chase anyone.
Ongoing office
Your team keeps the books, files, and strategy running every year.
Founders who build the structures, not just talk about them.
SDStone Dorough
Founder & Managing Partner
Builds the structures most advisors only talk about: the trusts and entities that keep what his clients earned where it belongs.
AGAndrew Gilbaugh
Founder & Managing Partner
Has watched a single lawsuit erase years of work overnight. He sets up the protection early, long before it's ever needed.
The people we’ve already done this for.
The team at Atlas Wealth has been second to none. They delivered on everything promised — truly white-glove. When I call, they respond. When there was a delay, they told me. Everything has happened exactly as described.
What stands out is their clear process and genuine dedication. I was unsure how it would all come together, but they walked me through every step and made it seamless. I'd recommend them to anyone looking for a team they can truly trust with their financial future.
Since signing up with Atlas, I've been relieved of the stresses that come with high taxes, and given peace of mind knowing my assets are a protected legacy for my wife and seven children. Some of the best people I've ever teamed up with.
I was skeptical a trust could really deliver these advantages. But after meeting Stone, Andrew, the attorney, and their CPAs, every question I had was answered. It has definitely been the best fit for me.
The things people ask first.
Doctors, business owners, and high earners, generally $300k+ in income, who feel their tax bill climbing and have real assets to protect.
Your CPA files your taxes. We build the structure that reduces them and shields your assets, then coordinate the CPA, attorney, and estate plan so everyone's aligned.
Yes. The first conversation is about whether we're a fit. If we're not, we'll point you in the right direction.
Most structures are built in weeks, not months. And the protection only works when it's set up before there's ever a problem.
Find out what you’re overpaying, for free.
One honest conversation. If we can’t help, we’ll tell you and point you somewhere that can.
Book a free strategy call →