Atlantic Wealth hires new team member
May 20, 2019 - Atlantic Wealth has brought on a new team member. Matthew Massengill joined the Atlantic Wealth family as a recent graduate from Campbell Univesity's Trust and Wealth Management program. Matt is from White Lake, NC, and will be serving clients in the role of Paraplanner. We are excited about his contribution to the team!
Keto Event with Dr. Rod Williams
April 30, 2019 - Atlantic Wealth Management hosted Dr. Rod Williams at its office in Morehead City for a Keto event. Dr. Rod spoke to clients and their guests on the benefits of the Keto diet and the misconceptions that are prevalent about what is best for us from a diet perspective. He also shared information about vitamins and supplements to consider as well as some recipes to try. The event was topped off with Keto-friendly snacks at the end. At Atlantic Wealth Management, we strive to connect people to resources for their financial life and beyond.
Atlantic Wealth Community Shred Event
April 11, 2019 - Atlantic Wealth looks forward each year to hosting its community shred event. This year the weather was beautiful. We were able to see many familiar faces as well as many new faces and help assist with safely discarding important papers. People brought bags and boxes of shred items and were able to see it all shred on-site. We were also able to enjoy popcorn and lemonade with those who were able to stick around for a few minutes.
Atlantic Wealth advisors visit Campbell University for interviews
February 12, 2019 - Greg and JA traveled to Buies Creek, NC for a day of interviews with upcoming graduates of Campbell University's Trust and Wealth Management degree program. They had an opportunity to spend some time with Jimmy Witherspoon, head of the Trust program at Campbell and one of JA's professors when he was in school there. It was a pleasure meeting some great young people with a lot of potential. We appreciate Campbell University for helping make this possible.
Market Update Event
February 7, 2019 - Atlantic Wealth hosted a market update event at Off the Hook for clients and their guests. Greg and JA were able to give everyone an update on the current market as well as historical market information to shed additional light and perspective on where we are and what to expect going forward over the long-term. Off the Hook provided some delicious food, and the time together was both enjoyable and beneficial.
Atlantic Wealth supports the Rotary Club and Alzheimer's Research
January 29, 2019 - Atlantic Wealth is pleased to support the Rotary Club's fundraiser for Alzheimer's Research. This is something Greg and JA have assisted with over the last few years, and Atlantic Wealth is thankful to be able to support this cause. Thank you to Rick Johnson (pictured left) with the Rotary Club for heading up this effort.
Atlantic Wealth Christmas Social 2018
December 6, 2018 - Atlantic Wealth hosted its annual Christmas social at its office in downtown Morehead City. Everyone enjoyed being together to celebrate the season. The food was delicious and the company and fellowship even better.
Commonwealth National Conference 2018
Beaufort Lion's Club 2018 Road Race Fundraiser
November 3, 2018 - Atlantic Wealth was proud to support the Beaufort Lion's Club road race fundraiser. In addition to helping sponsor the event, JA and his son Reese participated in the 5k run as well. It was nice to see some familiar faces also participating and serving.
Atlantic Wealth hosts Antiques Event
October 25, 2018 - Atlantic Wealth hosted and antiques event at the Carteret County History Place to give an opportunity for clients and their guests to bring in old antiques and items to be reviewed and discussed regarding value, condition, etc. We give a special thanks to Chris and Guy Sabiston for their time, knowledge, and expertise. Everyone enjoyed seeing all the items and hearing the information presented.
Atlantic Wealth lends a helping hand after Hurricane Florence
September 2018 - After hurricane Florence, both Greg and JA helped serve alongside the Salvation Army with feeding displaced individuals at the local middle school shelter. In addition to serving meals, they were able to help lead worship on Sunday mornings while the shelter was open.
2018 Client Appreciation Event
August 8, 2018 - Atlantic Wealth is excited each year to say thank you to all its clients by hosting an annual Client Appreciation Event. This year's event was held at the Country Club of the Crystal Coast. Clients and their guests enjoyed a nice meal and evening together, and we had the opportunity to tell everyone "thank you" for the opportunity to serve them and for the kind referrals of their friends and family over the years.
Beaufort Woman's Club Seminar
June 20, 2018 - Atlantic Wealth hosted a nice lunch and panel discussion at the Crystal Coast Country Club with some great ladies from the Beaufort Woman's Club. The title of the event was 'Savvy Women Finish Rich", and we thank Jane Gordon, attorney at law, and Nancy Church, CPA, for joining Greg and JA on the panel. We were able to discuss important financial and planning issues pertinent to women.
Tax Update with the Carteret County Realtor Association
June 13, 2018 - Greg and JA were pleased to be invited to the Carteret County Association of Realtor's monthly meeting to give a tax update on the new 2018 tax act and how it impacts individuals and small businesses.
Atlantic Wealth Management Sponsors College Scholarship to Local High School Graduate
Morehead City, NC (June 7, 2018) -- Frederica Leanne Meyer, a 2018 East Carteret high school graduate, received a $1,000 scholarship this spring provided by Atlantic Wealth Management's sponsorship of the Beaufort Ole Towne Rotary scholarship golf tournament.
The firm has been both a major corporate donor and participant in the event for the last several years.
The Beaufort Ole Towne Rotary scholarship golf tournment began more than 15 years ago. Since then, more than 200 Carteret County students have been awarded college scholarships from the tournament.
Freddie plans to attend Coastal Community College where she will study in the Dental Program. We wish her the best of luck!
Atlantic Wealth Clients and Guests Enjoy "Eating Down East" with Rodney Kemp
Harkers Island (May 24, 2018) —To kick off Memorial Day weekend, Atlantic Wealth Management hosted a special client social called Eating Down East. Clients and guests enjoyed a scenic ride to Harkers Island where they arrived at Captain's Choice restaurant for a delicious seafood buffet. Guest speaker and raconteur, Rodney Kemp, kept the crowd entertained and roaring in laughter as he told stories and shared history from Down East. A special thanks to Mr. Kemp and everyone who joined in for this evening of fun and fellowship!
Greg Patterson Attends Exclusive Conference for Financial Advisors and Gives Back to Local Community
Morehead City, NC (April 2018)—Greg Patterson, Managing Partner of Atlantic Wealth Management, in Morehead City, NC, was invited to gather with a group of prominent financial advisors at Commonwealth Financial Network®’s Summit Club, held March 23–27, 2018, in Marana, Arizona. The Summit Club conference recognizes highly successful advisors, based on annual production* rankings among Commonwealth’s nationwide network of 1,710 financial advisors.
A variety of business meetings and informative sessions spanned the four-day conference, where attendees gained compelling insights, best practices, and recommendations from industry leaders. Numerous networking sessions and opportunities for interacting with peers allowed like-minded advisors to connect and share ideas. Overall, the conference emphasized providing the highest level of service, value, and commitment to the participants’ clients.
“It was a pleasure to welcome Greg Patterson at Summit Club and to honor him for the values and commitment he brings to Atlantic Wealth Management,” said Wayne Bloom, CEO of Commonwealth. “His involvement in this conference demonstrates that Greg never stops raising the bar on the professional standards that he brings to the clients who depend on him for independent financial guidance and integrity.”
“Receiving this recognition is always a rewarding experience," Patterson said. "I appreciate the opportunity learn and grow in the company of other high achievers as well as giving back to the Veterans of Tucson Arizona.”
While in Marana, Greg took time to give back to the community. Partnering with Esperanza En Escalante (EEE)—an organization that provides housing, social services, programs, and transportation to assist with veterans’ transition into everyday life—Commonwealth volunteers painted housing units, created walkways, and reorganized community spaces.
Atlantic Wealth Management Supports Local Rotary in Fight Against Alzheimer's Disease
As seen in the Carteret County News-Times
Morehead City, NC (February 2018) - The Rotary Club of Morehead City's primary focus this year is to increase the community's awareness and understanding of the impact that Alzheimer's has not only on those diagnosed, but their family and loved ones.
In conjunction with this increased educational effort, the club has developed several projects to raise funds for the Rotary's Coins for Alzheimer's Research Trust (CART) fund.
Atlantic Wealth Management presented the Rotary Club of Morehead City with a check for $250 to support the CART initiative. (Left: James Allen Canady with Atlantic Wealth Mangement. Right: Rick Johnson, president of the Rotary Club of Morehead City.)
The major fundraising project supporting Alzheimer's research is an evening with Balsam Range, the International Bluegrass Music Awards Vocal Group of the Year 2014 and 2015 and the 2017 Album of the Year "Mountain Voodoo," award winners.
The band will take the stage at the Carteret Community Theatre in downtown Morehead City at 7 p.m. Saturday, March 24. All proceeds from the concert will go to the Coins For Alzheimer's Research Trust (CART) Fund. Tickets are available at www.carteretcommunitytheatre.com.
As of May 2016, the CART fund has awarded $5.8 million dollars in 34 grants to recognized U.S. research institutions. All administrative expenses of the fund are paid from interest earned from invested contributions. For additional information, contact Rick Johnson, president, at 252-241-2454.
Atlantic Wealth Management hosts Valentine's Luncheon for widows
Atlantic Beach, NC (February 13, 2018) — Atlantic Wealth Management continued its annual tradition of hosting a special Ladies Valentine's luncheon for their widowed clients, their guests and friends. This year's event was held at the Coral Bay Club. Clients and their guests enjoyed a catered lunch including warm bread, salad, a buffet of citrus stuffed chicken, flank steak, shrimp and grits, green beans and corn caserole, plus an assortment of key lime and chocolate mousse pie. This tradition is near and dear to the firm.
Addressing the group gathered for lunch, Partner and CFO James Allen Canady shared, "We care about each of you. Ultimately, it is because of God's great love us that we want to share that love with others."
Atlantic Wealth Management will contiue this tradition next year and in years to come.
Greg Patterson and James Allen Canady Attend National Educational Conference for Financial Advisors
Morehead City, NC (November 3, 2017)—Greg Patterson, Managing Partner, and James Allen Canady, CFO and Partner, of Atlantic Wealth Management in Morehead City, North Carolina recently attended a national educational conference for independent financial advisors. Hosted by Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Advisor–independent broker/dealer, the event drew 1,641 affiliated advisors, staff, guests, and sponsors from across the nation. Participants gathered in San Diego, California, October 11–14, 2017, where they connected and collaborated with peers, colleagues, and industry partners to strengthen their leadership skills and enhance the high-end service that they provide to clients.
With the theme, “Personal Currency: Human Connections|Patterns for Success,” the conference encouraged attendees to explore how the relationships that they build, nurture, and sustain—both professionally and personally—influence their success.
Members of Commonwealth’s leadership team addressed attendees, with Wayne Bloom, CEO, speaking candidly about the firm’s decision-making process—specifically addressing how valued input from and open lines of communication with advisors have helped inform and drive decisions with regard to the Department of Labor fiduciary rule. Bloom expressed appreciation for and a resolute commitment to Commonwealth’s 1,710 advisors and affirmed that, looking ahead, they are perfectly positioned for success. John Rooney, managing principal of the firm’s San Diego office, highlighted some key growth milestones for the firm. Brad McMillan, chief investment officer, provided perspective on the markets and economy.
Renowned keynote speakers offered topical remarks tailored specifically to an advisor audience. In an informal “fireside chat,” Madeleine Albright, Secretary of State (1997–2001), joined by Commonwealth’s Joni Youngwirth, managing principal, practice management, offered insights about effective diplomacy. Citing being prepared, being yourself, and maintaining a sense of humor as critical elements to building bridges, Albright outlined the real keys to diplomacy as the ability to put oneself in another person’s shoes and to have a clear understanding of what the other person wants. Ken Blanchard, author, leadership expert, and cofounder of international management training and consulting firm The Ken Blanchard Companies®, spoke about the innate leader in everyone, encouraging all to bring a positive mind-set to personal interactions and to practice humility. International portrait photographer Platon brought the conference theme to life, sharing powerful personal stories about connecting on a human level with his subjects—from Bill Clinton to Vladimir Putin—to tell the most authentic story possible through his photographs.
“Being able to connect with and learn from industry experts and my peers is always a rewarding experience,” said Greg Patterson, Managing Partner of Atlantic Wealth Management. “The strategies and ideas that I am able to bring back and put to work on behalf of our clients will benefit all of us.”
Patterson and Canady attended a wide array of educational sessions, panel discussions, and networking events on topics ranging from wealth management, retirement opportunities, and business growth strategies to the changing regulatory landscape, evolving fiduciary responsibilities, and information security and privacy issues.
Chamber of Commerce Presents "Outrageous Customer Service Award" to Atlantic Wealth Management
October 24, 2017 (Emerald Isle) - The Carteret County Chamber of Commerce presented a 2017 Outrageous Customer Service Award to Atlantic Wealth Management. Community members nominated the recipients for above and beyond service. Atlantic Wealth Management was commended for their attention to detail, professionalism, and the personal touches their clients experience, like a special phone call on their birhday. Managing Partner Greg Patterson, and Partner and CFO James Allen Canady accepted the award at the Emerald Isle Beach and Pool Club. "I speak for our entire team when I say that we love our clients," Patterson said. "We love coming to work every day and the ability to give back." Canady elaborated on a core foundation of the business. "Our commitment to service goes deeper than good business practice," he said, "it really originates from our faith in God and our desire to work that out in our business."
Five other awards were presented and the group enjoyed hearing from local business owner, Sandy Howard from Amos Mosquiots about what outrageous customer service means to him.
Back row (left to right), Sonny Cunningham of the Town of Pine Knoll Shores, Michael Barkas of MJB Computers, Michelle Everington of Carteret Community College. Front row (left to right) Dr. Sarah Randles of Graham & Randles Chiropractic, Rick Hill of Carteret Community College, and James Allen Canady and Greg Patterson of Atlantic Wealth Management LLC.
Clients and Guests Enjoy a Sunset Dinner Cruise with Atlantic Wealth Management
Beaufort, NC (August 11, 2017) - Each year, financial advisors Greg Patterson and James Allen Canady of Atlantic Wealth Management, honor their clients with an appreciation event. This summer, clients and their guests enjoyed a sunset dinner cruise aboard the Crystal Coast Lady cruise ship in Beaufort. Everyone on board took in beautiful views, shared a delicious meal and fantastic memories.
On behalf of the Atlantic Wealth team, thank you to everyone who helped make this year's event such a hit!
For more photos, click here.
Atlantic Wealth Management sends off summer intern after successful experience
Morehead City, NC - (August 14, 2017) - Davis Cottingham joined the Atlantic Wealth team in May of 2017 as the firm's second summer intern. After a 10-week internship, Cotttingham, 20, returned to Campbell University to continue pursuing a major in Trust & Wealth Management with minors in Financial Planning and Accounting.
Cottingham described his internship experience as eye-opening, giving him new insight on what it looks like to run your own firm--a dream he aspires toward.
"From the first day I started my internship at Atlantic Wealth Management both Greg and JA made me feel like I was a part of the team," he said. "Their willingness to take time from their busy schedules to work with me on various projects is a true testament to their character. From both these men, I have truly seen what it means to put the needs of others first on a daily basis."
The Atlantic Wealth team greatly appreciated Cottingham's work ethic and contributions. "Davis was a big help for us this summer," said Partner and CFO, JA Canady. "As he learned what it’s like to work in an independent investment firm, he was able to assist with projects that allow us to operate more efficiently and focus on what is most important – serving our clients."
From the Atlantic Wealth team, we wish Davis the best of luck as he continues his education and training!
Atlantic Wealth Management Partners with Local Magazines to Host a Neighborhood Night Out
As presented in Coastal Living on the Pointe magazine (July 2017 issue, page 27)
Written by Angie Willaims
On May 23rd you and your neighbors were invited for a Classy Pig Pick'n Kick Off To Summer at Atlantic Wealth Management! And that is what it was!
We had pulled pork bbq, dynamite homemade baked beans and coleslaw, hushpuppies galore, and tasty desserts! Our toes were tapping to the sounds of Keith Chandler DJ/Deaf Ear/Sweet Sounds Records as he spun fantastic toe-tapping music throughout the evening.
And even though our outside theme turned inside due to the rainstorm, we were welcomed by Greg Patterson and JA Canady, Kim Wadford and Katy Barclay of Atlantic Wealth Management! Our hosts for the night couldn't have been more fun and festive! The inside of this lovely historic home, now their wonderful office space, is filled with beautiful rooms where we filled it with laughter, song, mingling and of course a bit of eating. Greg gave us a brief overview of their business and what they can do for all of us to ensure we still have money in the long run, and then we raffled off some great gifts from our business sponsors!
If you weren't able to attend but would like to talk to Greg or JA, please give them a call at (252) 515-7800 or visit myatlanticwealth.com.
Atlantic Wealth Management Sponsors College Scholarship to Local Graduate
Morehead City, NC (June 19, 2017) -- Hunter Draughon, a 2017 West Carteret high school graduate, received a $1,000 scholarship this spring provided by Atlantic Wealth Management's sponsorship of the Beaufort Ole Towne Rotary scholarship golf tournament.
The firm is a both a major corporate donor and participant in the event. Managing Partner Greg Patterson stepped onto the golf course to join the tournament on May 18th at the Beaufort Club.
The Beaufort Ole Towne Rotary scholarship golf tournment began more than 14 years ago. Since then, more than 200 Carteret County students have been awarded college scholarships from the tournament.
Hunter plans to attend East Carolina University where he will study Environmental Engineering. We wish him the best of luck!
Atlantic Wealth Management hosts "Diamonds & Dividends" event at the Coral Bay Club
Atlantic Beach, NC (April 20, 2017) -- In 1935, a woman named Grace Groner purchased three $60 shares in Abbott Laboratories where she worked for 43 years. When she passed away at the age of 100, Grace’s $180 investment was worth $7 million.
While Grace’s story is unique, it’s a true story that demonstrates the power of compounding. And it’s exactly the point that financial advisors Greg Patterson and James Allen Canady conveyed at their firm’s most recent event, “Diamonds & Dividends.” Atlantic Wealth Management and J.R. Dunn Fine Jewelers co-hosted the social and educational afternoon gathering on Thursday, April 20th at the Coral Bay Club.
About the event
Guests enjoyed a delicious spread of food and fellowship while perusing beautiful displays of pearl and diamond jewelry. Two women won door prizes and everyone took home tips from local jeweler J.R. Dunn about how to care for their jewelry. The advice came complete with goodie bags of jewelry cleaner.
Guests also had the chance to hear from Atlantic Wealth Management about the power of rising dividends in a well-crafted investment plan.
During his presentation, Patterson held up a bottle of Tide laundry detergent, noting parent company Procter & Gamble is a well-known company that pays dividends. Patterson also noted the surprising cost of the almost $10 bottle of detergent. The reason? Inflation.
“Inflation”, Canady pointed out, “is a big concern for our clients. Many people planning for retirement are faced with the question, ‘As consumer prices keep rising, will my savings be enough?’”
Rising dividends from growing companies are one strategy to secure rising income due to the power of compounding interest.
To further emphasize the power of compounding, Canady shared an illustration. Imagine, he said, putting one grain of rice on the first square of a 64-square chess board and doubling the grains of rice each time all the way up to the 64th square. He asked if anyone could guess how many grains there would be on the final square. The answer?
18 million trillion grains of rice.
Despite dividends earning potential, Patterson and Canady noted that dividends are just one piece of the overall solution for their clients.
“Maintaining a well-crafted investment strategy involves using multiple assets across different sectors and countries,” said Patterson. “This diversification tends to smooth out the volatility of the market over time. Our advice and counsel is customized to our client’s unique situation and delivered with care and concern for them and their families.”
To stay in the know about the firm’s upcoming events, follow the Atlantic Wealth Management Facebook page.
Local Financial Advisor Gives Back During Florida Conference
Morehead City, NC (May 27, 2015) -- Greg Patterson, Managing Partner at Atlantic Wealth Management in Morehead City, recently traveled to the Commonwealth Financial Network Summit Club Conference in Naples, Florida May 15-19 and attended business meetings and informative sessions, as well as partnered with Habitat for Humanity of Collier County to help give back.
Over 25 prominent financial advisors that are members of the Summit Club, having earned a spot in the top 20% of financial advisors with the firm, rolled up their sleeves and helped build homes for a Habitat for Humanity community. Hanging drywall, painting rooms, and installing siding, the group worked together to accomplish the mission of Habitat for Humanity, bringing together both families in need and volunteers through building homes, strengthening neighborhoods, and improving the community in which it operates.
“At the heart of our mission is to love and help others. Recently we were able to join with a group of over 25 volunteers and Habitat for Humanity to put the finishing touches on four homes”, said Patterson, “Giving back is a priority for us and our firm and I am proud to support the efforts of Habitat for Humanity and help families in need.”
About Atlantic Wealth Management
Atlantic Wealth Management has been providing individuals and organizations with financial guidance since their opening in 2014. Located at 712 Bridges Street in historic downtown Morehead City, the firm prides itself on creating unique investment strategies for each client. For more information, please visit www.myatlanticwealth.com or call (252) 515-7800. The financial professionals of Atlantic Wealth Management offer securities and advisory services through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Four Times in a Row.” The firm supports approximately 1,600 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
Financial Firm Hosts "Savvy Women Invest with Purpose"
Atlantic Wealth Management hosted two sessions entitled "Savvy Women Invest with Purpose" on June 6 and 9 for clients and guests interested in learning more about achieving financial security. Those in attendance enjoyed refreshments and fellowship before discussing financial issues faced by women today with firm partners Greg Patterson and James Allen Canady. View more photos from the event by clicking on the photo to the left.
Atlantic Wealth Management Helps “Do the Most Good”
The motto of the Salvation Army is "Doing the Most Good," and Atlantic Wealth Management financial advisor and managing partner Greg Patterson (far right) were happy to help the organization do just that. During the Big Rock Blue Marlin Tournament in Morehead City, Greg helped fellow volunteers serve hot dogs, drinks, and other refreshments at the waterfront with all proceeds going toward the Salvation Army in our community!
Dr. Kevin Elko Speaks at Atlantic Wealth Management Market Update
Atlantic Wealth Management clients and guests enjoyed an uplifting message from Dr. Kevin Elko at the midyear update event on July 15 at Chef’s 105 in Morehead City. Dr. Elko, a motivational speaker and consultant for major corporations such as Merrill Lynch, Abbot Labs, and Tyson Foods and football teams, including seven BCS National Championship teams and NFL leagues such as the Pittsburgh Steelers and Dallas Cowboys, spoke to the group about self-motivation and a purpose-driven outlook. He told those in attendance that the key to achieving peace in life is realizing peace is a choice you make and that you have to decide to be happy and not allow something outside yourself dictate your happiness. Dr. Elko also reminded the group to “keep the main thing, the main thing” by focusing on doing the right thing and speaking your feelings out loud to yourself as positive affirmations. Click on the photo to the left to view more photos from the evening.
Atlantic Wealth Management Clients and Friends Enjoy Family Fun Night
Friends and clients of Atlantic Wealth Management enjoyed a night of food, fellowship, and Morehead City Marlins baseball at Big Rock Stadium July 30. Click on the photo to the left to view more photos from the evening.
Protecting Yourself and Your Identity
Atlantic Wealth Management hosted an identity theft seminar on September 17 at the Bistro by the Sea featuring a presentation by Caroline Farmer from the North Carolina attorney general's office. Those in attendance learned great tips and methods for better protecting their identities, including creating unique passwords, establishing security locks for your credit, and practicing identity protecting safety on the phone with telemarketer scams. View materials from the event and learn how you can protect your identity here and here. Click on the photo to the left to view more pictures from the identity theft seminar.
Pitfalls to Estate Planning and Administration
Estate planning and administration can sometimes be overwhelming and difficult. Although wills, trusts, and the probate process may seem like cumbersome tasks, they are necessary for assuring that your estate is handled accurately and without confusion for your loved ones. Atlantic Wealth Management, along with Attorney Jane Gordon from Kirkman, Whitford, Brady, Berryman and Farias, shared an expert discussion on how to avoid the pitfalls and common mistakes often made by those going through estate planning at an event held at Chef’s 105 on October 15. Attorney Gordon and those in attendance had an open discussion and shared questions and answers throughout the evening, covering topics varying from the probate process to the best way to talk to your children about your estate plans. Click on the photo to the left to view more photos from the event.
Atlantic Wealth Management Celebrates Veterans
To celebrate Veterans Day and honor those who have served our country, clients and friends of Atlantic Wealth Management enjoyed breakfast and coffee before watching the Veterans Day Parade in downtown Morehead City on Saturday, November 7. Click on the photo the left to see more photos from this event.
AWM Clients Enjoy Wine Tasting & Market Update
Friends and clients of Atlantic Wealth Management enjoyed delicious tapas from local La Perla Restaurant and wine from Mutual Distributing Company during a market update and wine tasting held at the firm's office on Bridges Street in Downtown Morehead City Wednesday, Nov. 18.
La Perla owner, Jessica Murphy treated those in attendance with oysters, California "BBQ" with avocado butter and oven roasted tomatoes, mini Mofongo, tasso deviled eggs, and an assortment of cheeses and fruits. William Bell from Mutual Distrbuting Company provided a wine presentation with Mumm Cuvee Napa Brut Rose, Silverado Langiovese, Rocca Delle Macie Venaccia, and Rocca Delle Macie Lasyr. Clients also heard from managing partner and advisor Greg Patterson who shared updates from the current market.
Local Advisors Visit DC for National Conference
Greg Patterson, advisor and managing partner of Atlantic Wealth Management, along with CFO and partner James Allen Canady, recently visited Washington, DC to attend a national educational conference for independent financial advisors. Hosted by Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA, the sold-out event drew more than 1,850 affiliated financial advisors, staff, guests, and sponsors from across the country to our nation’s capital.
The conference theme, Connecting with Our Constituencies—Engage, Listen, Inspire, Act, encouraged attendees to strengthen connections and enrich relationships, both with clients and with one another. The conference provided strategic and implementable methods for advisors to enhance their communication with clients and build stronger connections, allowing them to better understand—and help them attain—their individual short- and long-term goals.
A number of insightful keynote speakers presented to attendees. Frank Luntz, founder and president, Luntz Global LLC, offered valuable strategies for effectively communicating and connecting with clients to aid them in achieving their unique investment goals. David Gergen, senior political analyst, CNN, and U.S. Representative Mick Mulvaney (R-South Carolina) discussed views from Washington. Dr. Ben S. Bernanke provided perspective on the markets and economy in an on-stage conversation with Brad McMillan, Commonwealth’s chief investment officer.
“The highlight of the conference was spending time hearing from market analysts and understanding how their feedback can help us better serve our clients,” said Patterson.
“It was our privilege to host Greg and James Allen at our 2015 National Conference,” said Wayne Bloom, CEO of Commonwealth. “Each year, our National Conference attracts a record number of advisors from across the country who seek to deepen connections, both personally and professionally, with members of the Commonwealth community,” Bloom said. “Being able to draw on insights from some of the brightest minds in political and economic thought, while taking advantage of 90-plus opportunities for advanced learning, offers real value to Atlantic Wealth Management."
About Atlantic Wealth Management
Atlantic Wealth Management, LLC, is an independent, full-service investment firm focused intently on the growth and protection of our clients’ hard-earned wealth. Established in May 2014, the firm is located at 712 Bridges Street in Downtown Morehead City. For more information, please visit www.myatlanticwealth.com.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports more than 1,700 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.