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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

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

What the New Tax Bill Means for You

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

 

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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