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
Stocks have benefited recently from increasing hopes of a Fed rate cut, although investors probably won’t get one this week…read more
The Federal Reserve’s (Fed) next policy meeting starts June 18 with a policy announcement due June 19…read more