Your Faithful Stewards
Financial guidance to set you on the path to a more fulfilling life.
Atlantic Wealth Management | Financial Planning | Morehead City, NC
The Freedom to Live Inspired
Your values inspire how you live. Shouldn't they also inspire how you invest?
At Atlantic Wealth Management, we help people take action in pursuit of meaningful living and generous giving through wise financial counsel. As catalysts in the lives of our clients, we initiate conversations and establish plans that inspire purpose and generosity. We are the firm of choice for families who seek to make a difference with their money and their life.
A Higher Purpose for Your Wealth
We empower our clients to be part of something larger than themselves. We work with our clients to understand what is most important to them, create a comprehensive plan aligned with their faith and values, implement that plan, and provide ongoing advice and counsel.
Watch Our Story
Discover the core values of Atlantic Wealth Management and our passion for helping clients live inspired.
What We Do
We help individuals and families organize their financial life, navigate market uncertainty, and plan for the future – all while upholding their core values
Who We Are
Our firm is built on a foundation of faith and biblical principles. The things that truly matter to us are serving clients with a missional focus and helping individuals and families take action on what is most important to them.
See What Our Clients are Saying
At Atlantic Wealth Management, we care deeply about building lasting client relationships. Read some of the client testimonials we have received.
What’s Your Risk Tolerance
In order to build and maintain a portfolio that truly works for you, it is necessary to understand your risk tolerance. We encourage you to complete our risk questionnaire so we can better serve your needs.
Tell us by what percentage do you expect your portfolio to grow annually over the next 10+ years?
1-2%
2-4%
4-6%
6-8%
>8%
