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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

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

 

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Saving for Retirement

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

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

Retirement Plan Distributions

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

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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