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
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
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Our investment advisors would be happy to answer any questions you have about your financial situation.
Online Education
LPL Financial
Health Care in Retirement
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Happening Now
Green Shoots on Main Street | Weekly Economic Commentary | April 22, 2019
Economic reports are important for clues on economic health and macro trends, but the Beige Book, which the Fed produces eight times a year…
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Fading Momentum | Weekly Market Commentary | April 22, 2019
U.S. stocks are sitting at the same levels they were seven months ago, but the path hasn’t been straight…
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