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 SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
A few strategies that may help you prepare for the cost of higher education.
Try these activities to keep your brain sharp.
There are ways to improve your physical fitness without denting your fiscal fitness.
Being healthy not only makes you feel good, it may also help you financially.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Important items to consider when purchasing condo insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Investors seeking world investments can choose between global and international funds. What's the difference?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, cracking the code on bonds.
$1 million in a diversified portfolio could help finance part of your retirement.