2026 Ladies Valentine's Tea & Luncheon
February 10, 2026 - We had the joy of continuing one of our most meaningful annual traditions—our Ladies Valentine’s Tea and Luncheon, celebrating our widowed clients and the special guests they brought with them. These women hold such a dear place in our hearts, and we’re truly grateful for their friendship and the opportunity to walk alongside them. A heartfelt thank you to The White Rabbit Cafe for the wonderful hospitality, delicious tea, and lunch that made the afternoon so special.
2025 Thanksgiving Pies Giveaway & Social
November 24-25, 2025 - We enjoyed a wonderful Thanksgiving week gifting delicious homemade pies to our wonderful clients! Thank you to Seaside Sensations Catering Service for helping us share our appreciation for the great friendships and relationships we have here at Atlantic Wealth! Wishing everyone a very Happy Thanksgiving spent enjoying time with your loved ones and reflecting on the many blessings in your life. “Oh give thanks to the Lord, for he is good, for his steadfast love endures forever!” – Psalm 107:1
2025 Veteran's Day Breakfast Social
November 11, 2025 - We had the great pleasure of hosting our local veterans and clients in the office for breakfast, coffee, and fellowship this Veteran’s Day. It was a meaningful time to celebrate, remember, and express our heartfelt gratitude to those who have served our country. We deeply appreciate the bravery, courage, and dedication of our nation’s veterans—thank you for your service and unwavering commitment to our country!
2025 CPA Workshop & Luncheon
June 18, 2025 - Thank you to our wonderful CPAs who attended our Cybersecurity, Artificial Intelligence, and Industry Trends CPA Workshop and Roundtable! We enjoyed a delicious lunch and collaborative seminar discussing emerging cybersecurity threats and how to stay ahead of them and adapt to evolving technology in the financial services industry. We look forward to this event every year and are so grateful for this opportunity to engage and collaborate with a great community of financial professionals!
2025 Beaufort Ole Towne Rotary College Scholarship
May 30, 2025 - Congratulations to Gardner Gooch, North Carolina School of Science and Mathematics class of 2025! Gardner is this year’s recipient of Atlantic Wealth Management's Beaufort Ole Towne Rotary Club Scholarship. We enjoyed meeting Gardner and hearing about his plans to attend North Carolina State University where he will study electrical engineering. Congratulations, Gardner! We wish you the best of luck moving forward!
2025 Annual Spring Shred-A-Thon
May 2, 2025 - Thank you to everyone who came out to our annual Spring Shred-A-Thon! We enjoyed the beautiful spring weather and delicious coffee and mini donuts while shredding old statements and documents to protect sensitive information and help maintain privacy and security. We are incredibly blessed with such wonderful friendships and such a supportive community! Thank you to Brian and the entire team at Shred America as well as Johnny and his team at Two Crazy Donuts for working so hard to help make this event such a success!
2025 CPA Tax Season Survival Baskets
March 28, 2025 - With tax season in full swing, our wonderful local CPAs are working around the clock to help clients meet their deadlines and maximize their returns! We appreciate everything they do and hope their busy days are a little brighter after a delivery of tax season survival supplies from the Friendly Market!
2025 Ladies Valentine's Day Afternoon Tea
February 11, 2025 - We were grateful to enjoy one of our favorite annual traditions today, our Ladies Valentine’s Luncheon honoring our widowed clients and their lovely guests! These women are incredibly special to us, and we are blessed with their friendship and honored to serve them. Thank you to the Infusion Cafe for serving delicious teas and lunch and hosting such a wonderful time!
“Beloved, let us love one another, for love is from God, and whoever loves has been born of God and knows God. Anyone who does not love does not know God, because God is love.” - 1 John 4:7
2024 Commonwealth National Conference
October 6-9, 2024 - JA and his wife Elizabeth were able to attend the Commonwealth National Conference in Orlando, Florida, at the beginning of October. They heard from keynote speakers, received updates from the Commonwealth senior leadership team, and attended breakout sessions on the current state of the industry, latest investment options, and up-to-date market and economic commentary. JA also helped organize the second annual Commonwealth National Conference prayer breakfast. The group had a great time again gathering with other Christian financial advisors for community, prayer, and fellowship!
2024 10-Year Anniversary Client Appreciation Event
August 22, 2024 - Thank you to all of our clients and guests who joined us to celebrate our 10-year Anniversary Client Appreciation Event! We enjoyed a memorable evening filled with delicious food, captivating magic by Bryan Sanders, and fellowship with our valued clients and friends. We praise God for His guidance and provision over the past 10 years and look forward to many more wonderful years to come!
2024 CPA Workshop
June 26, 2024 - Thank you to our wonderful local CPAs who attended our recent CPE workshop on managing healthcare expenses in retirement! We enjoyed a delicious lunch and collaborative seminar discussing planning considerations for healthcare costs and long-term care needs in retirement, a topic crucial for the success of a long-term financial plan. We look forward to this event every year and are so grateful for this opportunity to engage and collaborate with a great community of financial professionals!
2024 Beaufort Ole Towne Rotary College Scholarship
June 13, 2024 - Congratulations to Hailey Luther, West Carteret High School Class of 2024! Hailey is the 2024 recipient of Atlantic Wealth Management's Beaufort Ole Towne Rotary Scholarship. We enjoyed meeting Hailey and hearing about her plans to attend UNC Chapel Hill where she will study business. We are proud to be a major corporate donor and scholarship provider for Beaufort Ole Towne Rotary's annual scholarship golf tournament and wish Hailey the best of luck moving forward!
Greg Patterson Earns CERTIFIED FINANCIAL PLANNERTM Certification
April 2024 - We are pleased to announce our very own Greg Patterson has earned his CERTIFIED FINANCIAL PLANNER™ certification! Greg successfully passed the six-hour exam in March after diligently studying and preparing for several months. The exam, in addition to his education and work experience, qualifies Greg now as a CFP® professional and adds additional knowledge and expertise to the Atlantic Wealth team. CFP® certification is nationally recognized as the standard of excellence for the financial planning profession. Obtaining this certification shows the commitment to excellence and dedication to our firm and our clients that we know and expect from Greg. We are so proud of his hard work and the training has done to achieve this certification and are excited for his achievement. Congratulations, Greg!
2024 Spring Shred-A-Thon
April 12, 2024 - Thank you to everyone who came out to our annual community-wide Spring Shred-A-Thon! We enjoyed the beautiful spring weather and delicious coffee from Travelin' Toms while shredding old statements and documents to protect sensitive information and help maintain privacy and security.
2024 Kingdom Advisors Conference
February 12-14, 2024 - Greg and JA had the privilege to attend the annual Kingdom Advisors conference last week in Orlando, Florida. They were able to meet with other Christian financial advisors from across the country to worship together, share best practices, and learn from keynote speakers and breakout sessions. They received current economic and market update forecasts from Bob Doll and David Bahnsen, as well as industry insight from Michael Kitces. They also heard preaching from Mark Batterson and Alistair Begg and enjoyed a night of worship with Jeremy Camp. One first at this year’s conference was having the opportunity to formally gather with other Commonwealth advisors in attendance. We are grateful for the Kingdom Advisors organization and for the opportunity to attend what is always a highlight of our year!
2024 Ladies Valentine's Luncheon
February 9, 2024 - We had a wonderful afternoon celebrating with many of our widowed clients and their guests for our annual Ladies Valentine's Luncheon! Thank you to Tight Lines Brewing for serving delicious meals and hosting such a wonderful time! 1 Corinthians 13:13
2023 Great Thanksgiving Pie Giveaway
November 20-21, 2023 - We had a great Thanksgiving week gifting homemade pies to our wonderful clients! Thank you to Seaside Sensations Catering Service for baking hundreds of amazing pies and helping us share our appreciation for the great friendships and relationships we have here at Atlantic Wealth!
2023 Veterans Day Breakfast
November 4, 2023 - We had a wonderful time hosting some of our local veterans and clients for our Veterans Day Breakfast before enjoying the annual Carteret County Veterans Day Parade! 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.
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 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 Towne 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.
