A Message from the Partners
At Atlas Private Wealth Advisors, our mission has always been to build relationships through personalized, integrated, objective and superior 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!
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Is your estate in order? This short quiz may help you assess your overall strategy.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
If you died, what would happen to your email archives, social profiles and online accounts?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Are you ready for retirement? Here are five words you should consider.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.