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.
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.
LPL Financial
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.
Research
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
Have a Question?
Our investment advisors would be happy to answer any questions you have about your financial situation.
Happening Now
Inflation And What the Fed Is Saying | Weekly Market Commentary | June 21, 2021
Inflation seems to be on the rise, but LPL Research believes there are good reasons to think it will be transitory.
Sustainable Investing Becoming Mainstream in Fixed Income | Weekly Market Commentary | June 14,2021
Sustainable investing is becoming more mainstream in fixed income markets and companies that recognize that changing dynamic…
