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!
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
As our nation ages, many Americans are turning their attention to caring for aging parents.
What kind of auto insurance should you have? Do you know?
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
It’s never a bad time to speak with your financial professional about changes in your situation.
What are your options for investing in emerging markets?
When do you need a will? The answer is easy: Right Now.
Here’s a crash course on saving for college.
With alternative investments, it’s critical to sort through the complexity.