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
Potential Catalysts for a Turnaround | Weekly Market Commentary | January 24, 2022
Stocks have had a rough start this year, but LPL Research explains what could turn the market around.
Don’t Expect the Fed to End This Bull Anytime Soon | Weekly Market Commentary | January 18, 2022
History suggests this bull market has room to run, and LPL Research explains what the Fed’s rate hikes mean for stocks.
