Helping manage your legacy, one asset at a time

 

At Atlantic Family Wealth, we help you identify and coordinate your goals for your work-life, retirement, and legacy, and develop a strategy toward pursuing them. We take a holistic view of your personal situation and investments, demystify your options and potential opportunities, and help you construct a customized financial plan.

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Your Values.
Your Financial Wellness.
Our Commitment.

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Resources you can use.
Experience you can trust.
Objective financial advise.

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We are there to help you on life's journeys, investments, college planning, retirement, life insurance.

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Helping build your legacy, one asset at a time

At Atlantic Family Wealth, we help you identify and coordinate your goals for your work-life, retirement, and legacy, and develop a strategy toward meeting them. We take a holistic view of your personal situation and investments, demystify your options and potential opportunities, and help you construct a customized financial plan.

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Atlantic Family Wealth

Our wealth advisors would be happy to answer any questions you have about your financial situation.

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LPL Financial

LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.

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Research

Stay informed on the things that could influence your financial picture the most. We offer research and articles.

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Have a Question?

Our investment advisors would be happy to answer any questions you have about your financial situation.

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Online Education

LPL Financial

Health Care in Retirement

Estate Planning

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