Helping manage 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 pursuing 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.

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.

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LPL Financial

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Happening Now

Midyear Outlook 2019: Client Letter

Midyear Outlook 2019: Client Letter

LPL Research believes that even as investors face prospects for periodic bouts of volatility, emphasizing fundamentals will remain critical for making effective investment decisions…

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Portfolio Compass | June 19, 2019

Portfolio Compass | June 19, 2019

We maintain our year-end 2019 fair value target for the S&P 500 Index of 3,000. Despite a slight reduction in our 2019 S&P 500 earnings forecast and heightened trade tensions…

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