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!
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Six overlooked tax deductions to help manage your tax bill.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
It may help your business be better prepared in the event of the death of a principal or key employee.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Do you know how to set up your financial goals for success? This knight does.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What does your home really cost?
Investors seeking world investments can choose between global and international funds. What's the difference?
$1 million in a diversified portfolio could help finance part of your retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.