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.
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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.
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LPL Financial
Health Care in Retirement
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Happening Now
Reaching New Highs | Client Letter | November 7, 2019
Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake…
Best Six Months of the Year | Weekly Market Commentary | November 4, 2019
The S&P 500 Index reached a fresh new high October 28, eclipsing the previous high of 3,025 set July 26, 2019…
