Our Firm

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.

Our Approach 

Our advice and counsel is built on a foundation of faith, shared values, open communication, and the highest integrity. We invite you to come experience the warmth available at Atlantic Wealth Management. Our goal is to be your most trusted financial advisor.

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

We will lead others to take action and pursue meaningful living and generous giving through wise financial counsel.

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

 

DOWNLOAD OUR FIRM FACTSHEET

​Instant download​