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!
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Is your estate in order? This short quiz may help you assess your overall strategy.
In the face of divorce, making changes to insurance coverage may be overlooked.
Understanding how a stock works is key to understanding your investments.
What can be learned from the savings rate?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It's easy to let investments accumulate like old receipts in a junk drawer.
Taking your Social Security benefits at the right time may help maximize your benefit.
Understanding the cycle of investing may help you avoid easy pitfalls.
Are you ready for retirement? Here are five words you should consider.
Do you have causes that you want to support with donations? Here are three tips.