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!
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
It's important to make sure your retirement strategy anticipates health-care expenses.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
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.
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Understanding the cycle of investing may help you avoid easy pitfalls.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A bucket plan can help you be better prepared for a comfortable retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.