Subscribe Resources
  • Recommended for you

    Planning on Call: A Discussion with Amy Thorson, Re-think Disability Insurance… A Conversation on Income Protection

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

    Read the Full Blog

  1. Atlas Highlights – Fall 2021

    As we drift into cooler weather we have a few exciting announcements for you!

  2. 2021 RMDs – A Reminder You Must Take It…

    As part of our process, Atlas advisors review and assist clients with the management of RMDs.  We do this to make a potentially cumbersome administrative activity easy for our clients, but also for providing guidance on the financial planning aspect and tax implications associated with the distributions.

  3. Planning on Call: A Discussion with Eric LaChance, Risk Check Up – Are You Sure You’re Insured?

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  4. A Letter From Susan

    By Susan Dellaghelfa

    I’m writing to let you all know that I will be retiring from Atlas this summer.

  5. Planning on Call: A Discussion with Dr. Fernando Peña, Crossing the Atlantic & Building a Practice

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  6. Planning on Call: Humanizing Healthcare & Understanding Chronic Illness with Eva Minkoff

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  7. Does the 2021 Tax Filing Extension Apply to You?

    By Brendan Walsh | bwalsh@atlaspwm.com

    As we approach the traditional April 15 tax filing deadline, you may be aware that the IRS recently announced an extension of time to file a 2020 individual tax return until May 17, 2021.

  8. Atlas Highlights – Spring 2021

    Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.

  9. Q1 2021 – Bonds Down, Stocks Up. But That’s Not the Whole Story.

    By John C. Ogle | jcogle@atlaspwm.com

    We at Atlas have learned some valuable lessons in the last year, re-learned others, and feel encouraged about the future.

Atlas Private Wealth Management will be with you every step of the way as you are getting started in your financial life.

Get Started Today