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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 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!

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

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

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When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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Revising Estate Strategy Assumptions

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Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Determine your potential long-term care needs and how long your current assets might last.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Principles of Preserving Wealth

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

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

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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Here’s a crash course on saving for college.

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Do you know how to set up your financial goals for success? This knight does.

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Making the most of surprises is a great reason to work with us.

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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