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!
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Do you have an estate strategy? You should.
However exciting retiring abroad may sound, it deserves considerable planning.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Do you know these three personal finance sayings?
Taking your Social Security benefits at the right time may help maximize your benefit.
Investors seeking world investments can choose between global and international funds. What's the difference?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What are your options for investing in emerging markets?
Have you found yourself suddenly single? Here are 3 steps to take right now.