WE ARE DEDICATED TO YOU
Financial strategies unique to your needs
Our focus is on matching your goals to the wealth plan and resources to get you there. We will work together with
you to understand your unique situation, values, and priorities.
Atlantic Family Wealth has decades of experience developing holistic financial plans. We review your plan regularly
and make adjustments as your life changes and evolves, which can impact your financial goals and needs.
Gain visibility into your financial needs now and in the future with a comprehensive financial plan.
We actively manage your investments so you can focus on other areas of your life. Our wealth advisory services match your risk tolerance and goals.
EMPLOYER SPONSORED PLANS
We offer complete, turnkey retirement programs. We want to make it easy for organizations to offer a valuable benefit, one that can help build loyalty and attract quality employees.
We not only help you save for retirement but create a distribution plan so you can enjoy you retirement years.
Our advisors will provide you with comprehensive planning and implementation of strategies for you legacy, family, inheritance, insurance, estate, charitable giving, and tax planning strategies.
We create a strategy to address risk and protect your assets. Build financial security for yourself, your family, and your business with flexible insurance options.
Let us take care of your finances, so you can focus on living your life
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Atlantic Family Wealth, A registered investment advisor firm.
Copyright 2022. All Rights Reserved.
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.