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.
Online Education
LPL Financial
Health Care in Retirement
Estate Planning
Happening Now
Productivity Bounces | Weekly Market Commentary | February 18, 2020
Productivity is a key ingredient in keeping this aging economic cycle afloat, and a nice bounce in 2019’s fourth quarter productivity may be a step in the right direction…
Global Portfolio Strategy | February 11, 2020
U.S. manufacturing data improved from weak levels, defense drove durable goods order growth, and underlying data on the U.S. consumer and job growth was solid…
