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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Atlantic Family Wealth
Our wealth advisors would be happy to answer any questions you have about your financial situation.
LPL Financial
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.
Research
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Happening Now
Q3 Earnings Preview: Less Upside | Weekly Market Commentary | October 18, 2021
LPL Research expects solid earnings gains during the third-quarter earnings season, but upside surprises may be smaller.
Answering the Top Debt Ceiling Questions | Weekly Market Commentary | October 11, 2021
LPL Research examines the debt ceiling—its role in government financing, the market, and the economy.
