2023 Client Appreciation Dinner
August 24, 2023 - Thank you to all of our valued clients and guests who attended our annual Client Appreciation Dinner! We enjoyed a wonderful evening of delicious food catered by Class Act Catering and beautiful music by Blazin' Keys Dueling Pianos. Praise God for such a special night of laughter, friendship, and fellowship!
2023 CPA Retirement Income Planning Workshop
June 28, 2023 - Thank you to our wonderful local CPAs who attended our Retirement Income Planning CPE Workshop! We enjoyed a delicious lunch and collaborative seminar discussing comprehensive retirement planning strategies to help our clients live inspired.
2023 Commonwealth Summit for Women
June 19 - 21, 2023 - Tara and Mackenzie enjoyed attending the 2023 Commonwealth Summit for Women this week in Charlotte, North Carolina! They were able to meet and connect with other women advisors and registered staff from across the country and learn from Commonwealth subject-matter experts, select industry partners, and exciting keynote speakers including Noreen Beaumon, Vice Chair of Orion Advisor Solutions; Diana Nyad, World Champion Athlete, World-Renowned Inspirational Speaker, and Author; Gargi Pal Chaudhuri, Managing Director, Head of iShares Investment Strategy and Markets Coverage, BlackRock; and Carol Geremia, MFS President and Head of Global Distribution—just to name a few!
2023 Beaufort Ole Town Rotary College Scholarship
May 2023 - Congratulations to Carlie Guthrie, East Carteret High School Class of 2023! Carlie is the 2023 recipient of Atlantic Wealth Management's Beaufort Ole Towne Rotary Scholarship. We enjoyed meeting Carlie and hearing about her plans to attend NC State where she will study accounting. Join us in congratulating Carlie on her accomplishments!
2023 Annual Spring Shred Event
April 21, 2023 - Thank you to all of our clients and community members who came out to our Annual Spring Shred Event! We enjoyed the beautiful spring weather and Chick-Fil-A chicken biscuits and sandwiches while shredding old bills, statements, and documents. Thank you to Shred America for providing this secure, on-site shredding service.
2023 Commonwealth Business Conferences
March 2023 - Greg and JA were extended invitations to the Commonwealth Vista Club and Business Experience conferences based on the continued growth and success of Atlantic Wealth Management. JA and his wife Elizabeth traveled to Orlando, Florida, for the Vista Club conference. In addition to the opportunity to receive a market and economic update from Peter Essele, head of Commonwealth’s Investment Management and Research, JA also learned how Commonwealth is continuing to grow and develop all areas of the company in order to continue to resource advisors so that clients can be served with excellence. JA and Elizabeth also enjoyed kayaking and learning about the Florida wildlife with a small group and a river guide. Greg and his wife Melissa traveled to Tucson, Arizona, for the Business Experience conference and were able to hear from industry experts including Liz Flint with MFS Investment Management and Karen McColl with Commonwealth Financial Network. Both Greg and JA had opportunities to network and learn best practices from other advisors.
2023 Kingdom Advisors Conference
February 22 - 24, 2023 - Greg and JA had the privilege to attend the annual Kingdom Advisors conference in Orlando, Florida. They were able to meet with other advisors across the country who are Christ followers, worship together, share best practices, and be encouraged and taught through speakers and breakout sessions. They received current economic and market update forecasts from Bob Doll, a leading economist and chief investment officer of Crossmark Global investments, as well as Brian Wesbury, Chief Economist for First Trust. They also had the opportunity to hear from industry thought leader Michael Kitces, pastor Louie Giglio, author and corporate engagement activist Jerry Bowyer, and countless others. They had an evening of worship with Shane & Shane and discussion with movie director Jon Erwin about the newly released Jesus Revolution movie. We are grateful for Ron Blue, co-founder of the CKA® organization, and Rob West, current CEO of Kingdom Advisors, for helping grow it to what it is today. We praise God for an amazing few days of the Holy Spirit moving!
Atlantic Wealth Supports the Rotary Club's Annual Balsam Range Concert
February 2023 - Atlantic Wealth is pleased to support the Rotary Club’s annual Balsam Range Concert to help raise funds for Alzheimer’s research through CART (Coins for Alzheimer’s Research Trust) and Loaves and Fishes of Beaufort. The proceeds of this event are dedicated to finding a cure for Alzheimer’s and easing the burden of illness for seniors and their families. Thank you to Barbara Johnson (pictured left) for organizing this effort.
2023 Ladies Valentine's Luncheon
February 10, 2023 - We were grateful to enjoy one of our favorite annual traditions today, our Ladies Valentine’s Luncheon honoring our widowed clients and their guests! These women are incredibly special to us, and we are blessed with their friendship and honored to serve them. Thank you to the Carteret County Historical Association and Class Act Catering for the delicious food and decadent desserts!
Thanksgiving Pies 2022
November 21-22, 2022 - We had a wonderful Thanksgiving week gifting homemade pies and sharing hot apple cider with our valued clients! Thank you to Seaside Sensations Catering Service for baking all of these beautiful and delicious pies!
2022 Veterans Day Brunch
November 5, 2022 - We had the great pleasure of hosting some of our local veterans and clients in the office for breakfast, coffee, and conversation to honor the servicemen and women who have served our nation and sacrificed for our country. We realize the freedoms we enjoy every day are due to the courage, selfless sacrifice, and dedication of those who are and have served our country in uniform, and we thank our nation's veterans for their bravery, courage, and heroism.
Atlantic Wealth Welcomes Noel Rupprecht
October 1, 2022 - As part of our commitment to providing you with the highest level of personal service, we are pleased to announce our newest team member, Noel Rupprecht. Noel has joined the team as our Client Service Associate and will provide support to you as it relates to delivering a quality client experience, including timely account service and assisting with requests you may have. Noel and her family moved to Beaufort in December 2021 for her husband Paul’s job. She is enjoying being back near the ocean with all the amazing wildlife and vistas the ocean provides. Noel enjoys football, baking, and writing and is looking forward to meeting you and becoming active in all that our community has to offer. Noel shares our work ethic, values, faith, and passion for helping others and will assist our office in providing exceptional service to you.
2022 Client Appreciation Event
August 25, 2022 - We had a wonderful time at our annual Client Appreciation Event! Thank you to all of our valued clients, to the Crystal Coast Civic Center, to Larry Weaver, and to Phyllis Manning and her team at Class Act Catering for such a special evening!
CPA Social Security CPE Workshop
June 29, 2022 - We were thrilled to host some of our local CPAs for a Social Security CPE workshop! We enjoyed the fellowship and lunch catered from Panera Bread.
2022 Beaufort Ole Town Rotary College Scholarship
May 20, 2022 - Lara Philips was awarded the Beaufort Ole Town Rotary College Scholarship as the Atlantic Wealth Management honoree! Lara is a senior at Croatan High School and will attend Northeastern University in the fall. She plans to major in Environmental and Sustainability Science and minor in Marine Science. Join us in congratulating Lara on her accomplishments!
2022 Annual Spring Shred Event
April 29, 2022 - Thank you to all of our clients and community members who came out to our Annual Spring Shred Event! We enjoyed the beautiful spring weather and Chick-Fil-A chicken biscuits and sandwhiches while shredding old bills, statements, and documents. We love providing this secure, on-site shredding service to support identity protection and help protect our local community from identity theft and fraud.
2022 Ladies Valentine's Luncheon
February 11, 2022 - We were grateful to enjoy a delicious lunch and warm fellowship at Circa 81 in Morehead City honoring our widows and wishing them a Happy Valentine's Day!
Thanksgiving Pies 2021
November 22-23, 2021 - We had a wonderful Thanksgiving week gifting homemade pies to our valued clients! Thank you to Seaside Sensations Catering Service for baking delicious homemade pies for our clients to enjoy with their loved ones over the holiday.
Commonwealth Receives J.D. Power Award
August 2021 - We're thrilled to report that Commonwealth Financial Network® was ranked "#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row" in the J.D. Power 2021 Financial Advisor Satisfaction Study. We're honored to partner with a firm that continues to receive such well-deserved recognition year after year! Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2021, 2012, 2013, 2014, 2018, 2019, 2020, and 2021 Financial Advisor Satisfaction Studies of customers' satisfaction among financial advisors. Visit jdpower.com/awards.
2021 Beaufort Ole Town Rotary College Scholarship
June 10, 2021 - Congratulations to Allison Kittrell, East Carteret High School Class of 2021! Allie is this year's recipient of Atlantic Wealth Management's Beaufort Ole Town Rotary Scholarship. We enjoyed meeting Allie and hearing about her plans to attend UNC Chapel Hill where she will be studying business and pursuing dental school.
Atlantic Wealth Welcomes Tara Gould
May 2021 - As part of our commitment to providing you with the highest level of personal service, we are pleased to announce our newest team member, Tara Gould. Tara has joined the team as our Paraplanner and will help provide support to you as it relates to financial planning and analysis, research, and delivering a quality client experience. Tara earned her bachelor’s degree in Finance from the University of Maryland Global Campus and completed her certification in Financial Counseling through the Association of Financial Counseling and Planning Education. Tara earned the designation of Chartered Financial Consultant from The American College of Financial Services in addition to the designation of CERTIFIED FINANCIAL PLANNER™ issued by the CFP Board. Tara, her husband Adam, a Marine Corps Warrant Officer, and their daughter Avrie are originally from Eastern NC and are glad to be back on the Crystal Coast.
Annual Spring Shred Event
April 16, 2021 - Many of our clients and members of the community joined us for our Annual Spring Shred Event to shred their old documents and enjoy delicious ice cream! This secure, on-site shredding service not only supports identity protection while disposing of old bills and statements but also helps clean out the old filing cabinet!
Atlantic Wealth Welcomes Rachel Tankard
March 2021 - As part of our commitment to providing you with the highest level of personal service, we are pleased to announce our newest team member, Rachel Tankard. Rachel has joined our team as our Finance Intern as she completes her degree at the University of North Carolina Wilmington and will help provide support to you as it relates to delivering a quality client experience, including any account service or requests you may have. Rachel and her husband Stephen, owner of Tankard Turf and Landscaping, are glad to be back on the Crystal Coast where they enjoy riding their bikes downtown, exploring local shops and restaurants, and sharing their love for the water with their two-year-old son Luke. Originally from New Jersey, Rachel returned to Eastern NC after her service in the U.S. Navy. She is looking forward to meeting you and learning more about the finance and wealth management field.
Kingdom Advisor's Virtual Conference 2021
February 17-19, 2021 - We had the privilege of attending the 2021 Kingdom Advisor's Annual Conference this year. The theme was ‘Unparalleled - God’s Story. Your Opportunity.’ While the conference was virtual this year, we were taught and challenged by speakers like Ron Blue (founder of Kingdom Advisors), Bob Doll (Chief Equity Strategist at Nuveen), Louie Giglio (Pastor at Passion City Church in Atlanta, GA), and Mitch Anthony (founder and president of Advisor Insights Inc. and The Financial Life Planning Institute), just to name a few.
Atlantic Wealth Management Christmas Pies
December 21-23, 2020 - Although we were not able to host our annual Christmas Social event this December, we wanted to present a gift to our clients as a thank you for their friendship and business this year. Sara Willis with Seaside Sensations Catering Service baked homemade sweet potato meringue pies, key lime pies, lemon milk pies, pecan pies, and apple pies for our clients to enjoy with their loved ones over the Christmas holiday. We scheduled individual pickup times and offered curbside delivery to accommodate the current social distancing guidelines. It was wonderful to see our clients and gift them with a delicious, homemade Christmas pie!
Atlantic Wealth Sponsors 8th Annual CCHH Festival of Lights
December 5-6, 2020 - Atlantic Wealth was proud to support the SECU Crystal Coast Hospice House in their 8th Annual Gingerbread Display and Drive Thru Festival of Lights. The event included Christmas caroling, displays, trees, competitions, to-go food, and more! The festival was a huge success, and Atlantic Wealth was grateful to be involved.
Commonwealth National Conference 2020
November 13, 2020 - The Commonwealth National Conference went virtual this year. At the end of the week, the Atlantic Wealth Management team participated in virtual networking sessions and educational webinars, and the entire team gathered to listen to Liz Murray’s inspirational story of forgiveness, survival, and her journey from Homeless to Harvard.
Atlantic Wealth Welcomes Mackenzie Sherrard
November 2020 - As part of our commitment to providing you with the highest level of personal service, we are pleased to announce our newest team member, Mackenzie Sherrard. Mackenzie has joined our team as our Client Service Associate and Director of First Impressions and will help provide support to you as it relates to delivering a quality client experience, including any account service or requests you may have. Mackenzie and her husband Michael, a Marine Corps officer, are glad to be on the Crystal Coast where they enjoy offshore fishing and exploring the local area. Originally from Louisville, KY, she enjoys reading and staying active. Mackenzie is looking forward to meeting you and becoming active in all that our community has to offer. Mackenzie shares our work ethic, values, faith, and passion for helping others and will assist our office in providing exceptional service to you.
Atlantic Wealth Hosts High School Student Greg Sharafinski
November 27, 2020 – We were excited to have the opportunity to welcome Greg Sharafinski, a student at Croatan High School, to our office as he learned about a day in the life of Atlantic Wealth Management. We enjoy working with local high schools and look forward to hosting other students in the future. Greg, we enjoyed meeting you and wish you the best of luck moving forward!
Congratulations to JA!
October 2020 - We are pleased to announce JA as a newly registered CERTIFIED FINANCIAL PLANNERTM professional. JA successfully passed the six-hour exam in September after diligently studying and preparing for several months. The exam, in addition to his work experience, qualifies JA now as a CFP® professional and adds additional knowledge and expertise to the Atlantic Wealth team.
Commonwealth receives J.D. Power Award
August 2020 - J.D. Power named Commonwealth "#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Seven Times in a Row." We're honored to partner with a firm that continually receives such prestigious recognition. Commonwealth's unwavering commitment to the highest standards of integrity and service matches our own - common values that help us deliver on a daily basis the kind of experience our clients expect and deserve. We're so proud to share with you this latest acknowledgment that consistency does indeed count - for Commonwealth, for our firm, and, most of all, for you. Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, and 2020 Financial Advisor Satisfaction Studies of customers' satisfaction among financial advisors. Visit jdpower.com/awards.
Atlantic Wealth Donates to The Storehouse
July 13, 2020 - Due to current social distancing measures and other restrictions in place, we have decided to cancel our annual summer client event. This has been an annual tradition of our firm and is something all of us look forward to each year, however, we wanted to honor the current guidelines in place as we care about everyone’s health and safety. Instead, we’ve made a financial contribution in honor of our clients to The Storehouse, a local food pantry focused on providing food for those in need here in our community. The Storehouse feeds hundreds of families each month. We had the privilege of hand-delivering a check to Delicia Linteau, who is a friend, sister in Christ, and who started and manages the pantry.
Atlantic Wealth Management Team win Beaufort Ole Towne Rotary Scholarship Golf Tournament
July 9, 2020 - We Won! The Atlantic Wealth Management team of Greg Patterson, Matt Massengill, Ben Schrider and Dave Schrider placed first in the 2020 Beaufort Ole Towne Rotary Annual Golf Tournament! We are proud to be a part of this event as a corporate sponsor for the last six years. Over the years this tournament has given away $250,000 in scholarships to high school students in our communities. We look forward to continuing to support what Beaufort Ole Towne Rotary does to better our community for years to come.
Kingdom Advisors National Conference 2020
February 19-21, 2020 - Greg and JA were both able to attend the Kindom Advisors national conference in Orlando, Florida. They had the opportunity to hear from and talk with Bob Doll, Senior Portfolio Manager and Chief Equity Strategist at Nuveen Asset Management (pictured left). And they were also blessed to hear from Ron Blue - author, businessman, brother in Christ, and founder of Kingdom Advisors (pictured right). They were also able to worship together with advisors across the country as Chris Tomlin led worship one evening. The theme of the conference was 'Fearless'.
Atlantic Wealth Valentine's Lunch
February 13, 2020 - Each year Atlantic Wealth hosts its widow clients and their guests to a Valentine's lunch to let them know we love and care for them (Psalm 68:5). This year we were able to gather at Moonrakers in Beaufort for a nice lunch and special time together.
SECURE Act Update Event
February 6, 2020 - Atlantic Wealth Management hosted an event for clients and their guests to provide an update on the SECURE Act, passed by Congress on December 20, 2019. The provisions of this Act went into effect starting 2020, so Greg and JA and the team at Atlantic Wealth took the opportunity to go over the key changes and how clients and others may be impacted. Everyone enjoyed some outstanding food and great company at Moonrakers in Beaufort, NC.
Atlantic Wealth Christmas Social Drop-In
December 5, 2019 - Atlantic Wealth Management welcomed clients and guests to their annual Christmas Social Drop-In on December 5th, 2019. This event allows clients and their guests a chance to fellowship with each other and the Atlantic Wealth team as well as enjoy some delicious appetizers and desserts.
We always look forward to hosting this event annually and wishing everyone a Merry Christmas!
Atlantic Wealth Supports Crystal Coast Young Life
November 14, 2019 - Atlantic Wealth is proud to support Crystal Coast Young Life. Greg and JA attended the organization's annual banquet and were able to hear about the great work being done in this community. Everyone was able to laugh together, enjoy a meal, listen to God's Word, and hear personal testimonies about how God is changing lives.
Morehead City Salvation Army Building Grand Opening
November 14, 2019 - We at Atlantic Wealth were thankful to be able to attend the Grand Opening of the new Salvation Army building in Morehead City this morning. We are thankful to be a part of helping make this possible and helping support the work of the Salvation Army in this community! Praise God!
Veteran's Breakfast at Atlantic Wealth Management
November 9, 2019 - On Saturday, November 9th, before the Veteran's Day Parade in Morehead City, we hosted clients and guests to a breakfast in honor of our veterans. We acknowledge those who have served our country with a Wall of Honor in our office. We are so thankful for their service and sacrifice for the freedom and opportunity we have in this country.
Atlantic Wealth Management Wins Thrive Award
November 2019 - Atlantic Wealth Management has been named a recipient of the WealthManagement.com 2019 Thrive Awards, honoring the nation's fastest-growing financial advisors. The WealthManagement.com 2019 Thrive Awards list was compiled by measuring the percentage revenue growth over the previous three years. The average revenue growth of Thrive Advisors is three times that of the overall industry.
To qualify for the WealthManagement.com 2019 Thrive Awards list, applicants had to be based in the US, offer financial services to individual clients, and be free of regulatory actions. The full list will be published and featured in the Wealth Management magazine.
"We're honored to be named to the WealthManagement.com 2019 Thrive list of fastest-growing advisory firms in the nation, which we attribute to providing great results and value to our clients and we consider it a privilege to serve them, said Greg Patterson, Managing Partner. We are grateful to be recognized with this award and thank our clients and our team members."
Atlantic Wealth Management, headquartered at 712 Bridges Street in Morehead City, NC, is Eastern North Carolina's premier full-service financial advisory firm, providing customized solutions for individuals and non-profits in the areas of retirement planning and investment management. For more information, please visit www.myatlanticwealth.com.
About the WealthManagement.com Thrive Awards
The WealthManagement.com Thrive Awards is an annual program designed to celebrate America's fastest-growing advisors. Companies, individuals and teams are all eligible to participate in the program, which honors advisors and firms who have demonstrated remarkable revenue production over a three year period. The 2019 WealthManagement.com Thrive Awards list was compiled by measuring percentage revenue growth over the previous three years. Revenue was measured as gross revenue from AUM fees, commissions, trails, hourly or subscription fees, retainers and other similar wealth and investment management revenue before any costs or expenses. Overall, over 435 advisors were considered, and 250 (57 percent) were recognized. This award is not indicative of the advisor's future performance. Your experience may vary. For more information, please visit www.wealthmanagement.com.
Beaufort Lion's Club Road Race
November 2, 2019 - Atlantic Wealth helped support the Beaufort Lion's Club Road Race, and JA was able to participate with his two oldest kids, Reese and Sadie. It was Sadie's first 5k race, and while it was cold and windy, she finished the entire distance, and both Reese and Sadie won a medal. We are thankful to be able to help support the work of the Beaufort Lions Club.
Commonwealth National Conference 2019
October 2-5, 2019 - Greg, JA and his wife Elizabeth attended the Commonwealth National Conference in Aurora, CO. They were able to gain insight from leading economists and money managers in the industry about the market, economy, and outlook. They also heard from other practice managers on topics focused around running and managing a business, serving clients, and implementing best practices.
Pine Knoll Shores Third Thursday Forum
September 19, 2019 - Greg was able to speak in Pine Knoll Shores at their Third Thursday Forum about making and keeping memories. At Atlantic Wealth, our tag line is Freedom to Live Inspired. We are successful when clients gain enough confidence in their financial plan and in the team here at Atlantic Wealth that they feel free to do the things they want to do and that are important to them.
Client Appreciation Event 2019
August 15, 2019 - We enjoyed a great evening at the Crystal Coast Civic Center for our 5-Year Anniversary and Client Appreciation Event! The food was delicious, the company was great, and the entertainment for the evening - Mr. Rodney Kemp - was fantastic! We appreciate all our clients who allow us to serve them and are thankful for all who have helped the business grow by referring their friends, family, neighbors, and co-workers! We praise God and continue to seek to glorify Him through Atlantic Wealth! Five years have flown by!
Atlantic Wealth Rotary Scholarship 2019
June 12, 2019 - Congratulations to Kira Silvia, West Carteret class of 2019! Atlantic Wealth Management is proud to be a major corporate donor and scholarship provider for Beaufort Ole Town Rotary's annual scholarship golf tournament. We enjoyed meeting one of this year's recipients and hearing about Kira's plans to attend UNC Asheville where she will be studying art and design.