Tax Planning

For the past 16 years, I've truly enjoyed working with clients in the areas of tax compliance and financial planning.”

Brendan Walsh

Senior Vice President
Senior Tax and Financial Planning Advisor

Tax Planning

Can help individuals, businesses, and organizations keep more of their hard-earned dollars in-house and available for investment. Our approach to tax planning begins with developing a deep understanding of your unique financial situation.

Charitable Giving

Charitable giving is something we take pride in at Atlas Private Wealth Management. If your family feels the same way, we can help structure charitable gifts in such a way that takes advantage of available tax savings.

Whether you are just getting started or living in retirement, Atlas Private Wealth Management is here to provide expert advice, insight, and perspective.

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