Our Philosophy

Relationships matter

By serving a select number of clients, our team is able to provide world-class, personalized service. We believe there is immense value in spending time with you face to face and understanding what is most important to you. As a result, we are able to help our clients lead more fulfilling lives and do those things that inspire them.

Customized wealth management

Our disciplined, time-tested investment process focuses on the preservation and growth of your wealth. We review every part of your financial picture and develop a sound strategy that reflects your deepest values and aspirations.


At Atlantic Wealth Management, we take great care to steward your hard-earned wealth with an independent thought process. Our client-centered advice remains independent so you can be confident in our recommendations.

A unique plan

We work diligently to understand your needs and priorities. We then set clear financial objectives and provide you with clarity and actionable solutions to enhance your life. Our team coordinates all of your financial affairs and develops a comprehensive plan that simplifies and makes sense of the myriad of choices available to you.

Retirement focused

Whether planning toward retirement or seeking to optimize your wealth after you have retired, we stand capable and prepared to help meet your needs with our experience and dynamic, consultative approach. We offer a variety of services to meet your financial needs.

Rocking Chairs