ATLANTIC FAMILY WEALTH
At Atlantic Family Wealth, we help you identify and plan for your goals by creating a strategy encompassing your work-life, retirement, and legacy needs.
We don’t settle and neither should you. Our values of listening, empathy, and education guide everything we do. We
invite you to reach out to our team to see how we can help you plan for your financial goals. Our financial professionals
offer a personal approach to wealth management. We look forward to getting to know you.
LISTENING ‖ EMPATHY ‖ EDUCATION
Registered Client Service Associate
Client Service Associate
Atlantic Family Wealth, A registered investment advisor firm.
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The LPL registered representatives with Atlantic Family Wealth may only discuss securities or transact business with
persons who are residents of AL, CA, FL, GA, IL, IN, MA, NJ, NM, NY, TX .
Investment advice offered through Atlantic Family Wealth, a registered investment advisor and separate entity from LPL Financial.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.