About Atlantic Wealth Management
Atlantic Wealth Management, LLC, is an independent, full-service investment management firm focused intently on the growth and protection of our clients' hard-earned wealth through our established process.
We value lifelong relationships while providing the highest level of personal service and intimacy one would expect from a boutique financial services firm. By first understanding what is truly most important to each of our clients and their family, we can then develop a plan designed to last for generations.
It is our belief that we are called to be the light in our community by loving and caring for others. Our faith in God forms the cornerstone of everything we do—personally and professionally.
Our advice and counsel is built on a foundation of faith, shared values, open communication, and the highest integrity. We help our clients take action on the things that are most important to them.
Our Firm
At Atlantic Wealth Management, our team of experts provides the highest level of personal service one would expect from a boutique financial services firm. We remain independent so you can be confident in our recommendations and client-centered advice.
Our Purpose
We inspire our clients to live more fulfilling lives.
Our value is built on our experience and knowledge of financial and estate planning, investments, and financial markets. We work with our clients to understand what is most important to them, create a comprehensive plan, implement that plan, and provide ongoing advice and counsel. As we work to help our clients accomplish their ultimate individual and family goals, our focus never wavers from what is most important to you.
It is our belief that we are called to be the light in our community by loving and caring for others. Our faith in God forms the cornerstone of everything we do—personally and professionally.
Our Vision
As an enduring business, Atlantic Wealth Management will move thousands to action in pursuit of meaningful living and generous giving through wise financial counsel. As catalysts in the lives of our clients, we initiate conversations and establish plans that inspire purpose and generosity. We are the firm of choice for families who seek to make a difference with their money and their life.
Our Values
Integrity
- We honor our commitments and always do what is right
Excellence
- We do our very best and work at it with all our heart
Consistency
- We follow an established process free from variation or contradiction
Humility
- We value others' interests above our own
Generosity
- We believe there is joy in giving
Progress
- We move others to action