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June 2025 by Andi Myers
ATS Wealth treated my aunt kindly while she was alive, and she genuinely enjoyed being part of their customer advisory board. She appreciated the events they planned, the friendships she made, and the thoughtful touches like annual holiday cards. However, our experience with ATS after her passing in November was disappointing and frustrating—and I feel obligated to share as a warning to others.
After her death, we were invited to their office while in town for estate matters and her memorial. Despite repeated requests, no agenda was provided. We assumed the meeting would involve reviewing her finances, explaining next steps, and signing necessary documents. Instead, it was a sales pitch. We were introduced to a junior advisor (not yet fully certified) who was presented as our future advisor—even though I already have one and never expressed interest in switching. We were given promotional materials and even jackets, as if we had signed up for something.
Worse, when we made clear that we had no intention of becoming clients, their tone and willingness to help changed dramatically. Despite my aunt’s accounts still actively paying out to ATS, we were repeatedly told they couldn't help us because we were not clients. Emails went unanswered or were redirected to my sister (the executor), even after she gave them explicit permission to work with me. When she asked on my behalf, responses were vague or dismissive. We were told there was a 120-day waiting period (which no other financial professional has corroborated), and ultimately, we were informed that any help would require a paid engagement.
If you're considering leaving money to heirs and want them to be treated with dignity and efficiency, I would strongly advise you to avoid ATS Wealth. Their posthumous handling of a loyal client’s affairs was disheartening at best and obstructive at worst.
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September 2023 by Michael Hennes
Very professional and welcoming.
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August 2023 by Diane A.
Vast amount of information. EZ to navigate. Appears to be all inclusive. I personally see no need for additional subject matter at this time. Diane Aratani
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March 2022 by David Bridges
I have known Sandeep, Nisha, Steve and the ATS staff for many years and am very impressed by their services, professionalism, knowledge of the market, and the friendliness of all of them. I feel safe and confident with them handling my financial future.
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March 2022 by Richard Cartwright
We heard about ATS financial at a seminar put on by our trust attorney. Sandeep Varma was a featured speaker, and he impressed us very much.We started using ATS financial and our experience with them was very very good, no regrets.Our previous financial organization was not giving us the desired outcome, our investments we’re not going up and a lot of times heading downward.
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September 2021 by Randi B.
Sandeep and his team came into our lives about 12 years ago. They took an undefined ragtag group of investments and created a plan that will span generations. They have given us peace of mind, which we thought we would never have again, after the 2008 / 2009 financial crisis. During COVID, every week they hold seminars and have speakers on various topics of interest to keep us informed and entertained. We've had financial advisors in the past but nothing even closely resembling the family at ATS financial. They will continue to be trusted advisors and give us peace of mind over the years. We are very grateful.
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April 2021 by Bert R.
I lost several hundred thousand dollars in the 2007-2008 recession, due to many years of following the leads of poor or untrustworthy investment advisors. Then I discovered ATS, by attending a free all-day seminar they presented (in Palo Alto, CA). Sandeep and his team (mostly Steve) helped me set up a large trust-owned life insurance policy; an annuity inside my IRA; and two investment accounts, one inside the IRA and one separate, that they actively manage. They handle more than a million dollars worth of assets for me, based on my specific investment and family needs. They have my complete confidence. I recommend getting to know them by attending some of their free presentations. The former all-day seminar on trustee strategies is now being presented in weekly two-hour Zoom sessions.
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July 2016 by Jennie S.
My father worked with Sandeep over the past 15 years to get his estate in order. My father passed away in January 2016. As an only child, all of the estate and financial responsibilities have now fallen on my shoulders. Sandeep has been absolutely instrumental in educating me in the processes of estate and financial planning in a straightforward manner, and navigating me through this sometimes complicated maze. He has respected my thoughts, responded to my questions by giving me thorough and well-balanced information, and made me feel like one of his family. I HIGHLY RECOMMEND Sandeep to anyone who is looking for pragmatic and personal estate planning to ensure financial security for future generations.
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November 2015 by Judy F.
We have done business with Sandeep and Steve for 25 years.....they are not only advisors, they are our friends. The ATS team of advisors and staff are always professional and caring. They are extremely knowledgeable, easy to talk to and incredibly honest. Who could ask for more?
