A Message from the Partners
At Atlas Private Wealth Advisors, our mission has always been to build relationships through personalized, integrated, objective and prudent advice. There are many degrees in offering this kind of relationship, but overall we believe in taking a holistic view toward our clients’ complete financial picture. We are focused on our mission statement and this comes through how we work for our clients and their experience in working with us.
This can be felt the minute you meet with our team.
As CERTIFIED FINANCIAL PLANNER™ certificants, we are held to higher Code of Ethics & Professional Responsibility standards. When you choose us as your trusted advisor, you receive all of the CFP® principals: Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism and Diligence. Working as a team, we help shape the future of our clients' dreams by creating, developing and applying personalized financial strategies to address their needs.
Welcome to Atlas PWA!
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The federal government requires deceased individuals to file a final income tax return.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There’s an alarming difference between perception and reality for current and future retirees.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, cracking the code on bonds.
Why are 401(k) plans, annuities, and IRAs so popular?