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
Though distorted by the Chinese New Year, China’s trade surplus narrowed from $29.9 billion in December to $27.3 billion in January.read more
Happy Valentine’s Day everyone! With the S&P 500 Index up 9.8% for the year as of yesterday, this is its best start up to this point since 1991.read more