Retiring Soon

You have worked hard and retirement is on the horizon.

What type of retirement do you have your sights on?

How will taxes, social security benefits, and increased health care costs impact this vision?

We understand what it’s like to be retiring soon

Sustainable Withdrawal Rates

Your Atlas Wealth Management Advisor can help you determine how much is needed to make your retirement dream a reality.

See how we can help.
Social Security and Health Insurance Decisions

When to take social security payments? How much insurance do you really need? We can help answer these questions.

Get started today.

Financial Education Resources

Atlas Private Wealth Management will be with you every step of the way as you prepare for retirement and look toward your golden years.

COVID-19 UPDATE: In an effort to do our part to slow the spread of COVID-19, our Albany Office will be closed until further notice in order to protect our clients, associates, and community. Your team at Atlas Private Wealth Management will be working remotely and will be accessible by phone and e-mail during our normal business hours Monday – Friday 8:00 am-4:30 pm ET. We at Atlas have a commitment to you to maintain seamless business operations and client communication to the best of our ability. If you do not already subscribe to our newsletter, please consider this a great opportunity to do so, as we will continue to send communications regarding the markets and office operations as we all navigate this new environment. As always, if you have any questions, please call your Wealth Management Advisor at 518-482-5777 or 1-800-432-7447.

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Event: Choosing Your Retirement: How To Get It Right

Saturday, March 24th at 10:30 AM
Elks Lodge #49, Albany, NY

Join us for a one-hour seminar covering common mistakes to avoid and simple strategies to leverage as you enter retirement.

Webinar: Tax Reform Facts, Strategies, and Insights - January 2018

Wednesday, January 17th
2:00 PM ET

We will be covering key points from the tax reform law and its implications for individual investors and business owners.

Atlas Digest : Silver Linings

Atlas Digest : Silver Linings

Atlas Digest : Silver Linings

Retiring Soon

We understand what it’s like to be retiring soon

Sustainable Withdrawal Rates

Social Security and Health Insurance Decisions

Financial Education Resources

Atlas Digest : Silver Linings

Atlas Highlights – Summer 2023

Atlas Highlights – Spring 2022

Atlas Private Wealth Management will be with you every step of the way as you prepare for retirement and look toward your golden years.

Saturday, March 24th at 10:30 AM
Elks Lodge #49, Albany, NY

Wednesday, January 17th
2:00 PM ET

Retiring Soon

We understand what it’s like to be retiring soon

Sustainable Withdrawal Rates

Social Security and Health Insurance Decisions

Financial Education Resources

Atlas Digest : Silver Linings

Atlas Highlights – Summer 2023

Atlas Highlights – Spring 2022

Atlas Private Wealth Management will be with you every step of the way as you prepare for retirement and look toward your golden years.

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