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!
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 company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
It's important to understand the pros and cons when considering a prepaid debit card.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Women must be ready to spend, on average, more years in retirement than men.
Have you explored all your options when it comes to managing your taxable income?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
There’s an alarming difference between perception and reality for current and future retirees.
A special needs trust helps care for a special needs child when you’re gone.