Atlantic Wealth Management

At Atlantic Wealth Management, we believe that financial guidance should be a catalyst for meaningful living and generous giving. We are dedicated to helping individuals and families organize their financial life, navigate market uncertainty, and plan for the future - all while upholding their core values. Our firm is built on a foundation of faith and biblical principles, and we strive to serve our clients with a missional focus, helping them take action on what is most important to them.

Our Story

Our story is one of stewardship and purpose. We understand that your values inspire how you live, and we believe they should also inspire how you invest. That's why we work with our clients to empower them to be a part of something larger than themselves. We help them understand what is most important to them, create a comprehensive plan aligned with their faith and values, implement that plan, and provide ongoing advice and counsel.

Our Team

Our team is made up of experienced financial professionals who are passionate about helping our clients live inspired. We care deeply about building lasting client relationships and take the time to get to know each of our clients on a personal level. We believe that this approach allows us to provide the highly personalized service that our clients deserve.

How We Help

We offer a range of services designed to help our clients achieve their financial goals while upholding their values. These services include:

• *Financial Planning*: We work with our clients to develop an ongoing, comprehensive plan that analyzes their financial picture and creates strategies to achieve their short- and long-term goals while providing confidence and security around their financial future.

• *Investment Management*: We create and implement customized investment strategies aligned with our clients' goals, risk tolerance, and values.

• *Retirement Planning*: We evaluate our clients' current financial standing and create an accumulation strategy to pursue their desired retirement lifestyle.

• *Charitable Planning*: We facilitate giving and establish strategies to impact the causes and organizations that inspire our clients.

Who We Help

We are the firm of choice for families who seek to make a difference with their money and their life. We work with clients from all walks of life, from those just starting out on their financial journey to those who are well on their way to achieving their financial goals.

Testimonials

We are proud of the relationships we have built with our clients and are honored to share some of their testimonials. We believe that their words speak volumes about the level of service and care that we provide.

Risk Assessment

Understanding your risk tolerance is an important part of building and maintaining a portfolio that works for you. We encourage our clients to complete our risk questionnaire so that we can better serve their needs.

The Freedom to Live Inspired

At Atlantic Wealth Management, we are committed to being our clients' most trusted advisors, guiding them toward leading a more fulfilling life. We believe that financial planning is about more than just numbers - it's about setting our clients on a path to a more meaningful and purpose-driven life.