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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 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!

Vladi Krubich
CFP®, CRPC®, CDFATM, APMA®
Managing Partner

Tony Mayo
CFP®, CRPC®, CDFATM, APMA®
Managing Partner

Helpful Content

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Saving on Fitness Center Membership Costs

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This calculator demonstrates the power of compound interest.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Estimate Your RMD

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

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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Smart investors take the time to separate emotion from fact.

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Agent Jane Bond is on the case, covering how bond laddering works.

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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