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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!

Vladi Krubich
CFP®, CRPC®, CDFATM, APMA®
Managing Partner

Tony Mayo
CFP®, CRPC®, CDFATM, APMA®
Managing Partner

Helpful Content

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If you died, what would happen to your email archives, social profiles and online accounts?

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If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

The Investment Risk No One’s Ever Heard Of

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The Anatomy of an Index

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Learn more about taxes, tax-favored investing, and tax strategies.

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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There are hundreds of ETFs available. Should you invest in them?

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With alternative investments, it’s critical to sort through the complexity.

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Surprises

Making the most of surprises is a great reason to work with us.

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