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.
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
Client Letter | A Test of Our Resolve | March 24, 2020
The COVID-19 pandemic is a test of our resolve, but our optimism for the near-term future remains intact…
Key Week for the Bottoming Process | Weekly Market Commentary | March 23, 2020
We are likely in recession now, though we won’t know that for sure until more timely data is released…
