Tax Planning

For the more than 20 years, I've truly enjoyed working with clients in the areas of tax compliance and financial planning.”

Brendan Walsh

Executive Vice President
Director of Tax Planning

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.

Atlas Private Wealth Management will be with you every step of the way as you navigate the world of retirement. This is a new phase of life for you and we are here to simplify it.

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