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.
Atlantic Family Wealth
Our wealth advisors would be happy to answer any questions you have about your financial situation.
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
Health Care in Retirement
At the beginning of the first quarter corporate earnings reporting season, we noted the earnings bar probably wasn’t set low enough, given the abruptness of the shutdowns in March.
In spite of COVID-19 and weak economic data, the S & P 500 Index has rallied, and there are signs of improvement as the economy begins to reopen.