About Our Firm

At Atlantic Wealth Management, we help you find clarity, confidence, and contentment in your financial life.

We value lifelong relationships while providing the highest level of personal service and care one would expect from a boutique financial services firm. By first understanding what is truly most important to each of our clients and their families, we seek to develop a plan designed to last for generations. ​

It is our belief that we are called to be the light in our community by loving and caring for others. Our faith in God forms the cornerstone of everything we do – both personally and professionally.​

Our Core Values

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Integrity​

We honor our commitments and always do what is right​.

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Excellence​

We do our very best and work at it with all our heart.

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Consistency

We follow an established process free from variation or contradiction​.

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Humility​

We value others’ interests above our own.

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Generosity​

We believe there is joy in giving​.

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Progress

We move others to action.

Caring for Our Community

At Atlantic Wealth Management, we are committed to serving our community.

Our actions are motivated by our faith and the belief that "to whom much has been given, much will be required.” Throughout the year, our team is honored to support various causes like the following with our time and financial resources.​