Subscribe for Updates
Enter your email to receive our guidebook, "10 Common Retirement Mistakes (And How To Avoid Them)." You'll also receive monthly financial tips and be the first to hear about our complimentary events.
Email Sign Up
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 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.
