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!
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
When considering life insurance, it's important to understand your options.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
When to start? Should I continue to work? How can I maximize my benefit?
If you find it hard to attain personal life goals, there’s an app for that!
Here are five facts about Social Security that are important to keep in mind.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
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.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
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 are three things to consider before dipping into retirement savings to pay for college.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Have you found yourself suddenly single? Here are 3 steps to take right now.