Atlantic Coast Wealth Management

Atlantic Coast Wealth Management is a financial services firm dedicated to helping individuals and families achieve their financial goals. Our team of experienced financial professionals, led by Richard J. Schrum, is committed to providing personalized service, expert guidance, and tailored financial solutions. With over 22 years of experience in the financial industry, Richard has a deep understanding of the ever-changing markets and has developed a keen ability to help clients navigate the complexities of personal and business finance.

Our Services

At Atlantic Coast Wealth Management, we offer a comprehensive range of financial services designed to help you achieve your goals. Our services include:

• Investment Management: We work closely with you to understand your risk tolerance, investment objectives, and time horizon to create a customized investment strategy tailored to your needs.
• Retirement Planning: Whether you're nearing retirement or just starting to plan for the future, we can help you create a sustainable income stream and ensure a comfortable retirement.
• Estate Planning: We can help you develop a comprehensive estate plan, including wills, trusts, and powers of attorney, to ensure the smooth transfer of your assets to your loved ones.
• Insurance and Risk Management: We can help you assess and manage risks, identify potential exposures, and develop strategies to mitigate potential financial losses.
• Financial Planning and Analysis: We can help you gain a better understanding of your financial situation, create a budget, and identify areas for improvement.

About Richard J. Schrum

Richard J. Schrum is a CERTIFIED FINANCIAL PLANNER professional with over 22 years of experience in the financial industry. He holds a bachelor's degree in finance from the Cameron School of Business at the University of North Carolina at Wilmington and has successfully managed client portfolios and navigated the ever-changing markets. As a financial advisor, he can leverage his knowledge of various financial companies and products to help you find the strategies that will help you pursue your unique financial goals.

Our Commitment

At Atlantic Coast Wealth Management, we are committed to creating value for our clients and are centered on creating a better financial situation for you and your family. We strive to provide personalized service, expert guidance, and tailored financial solutions to help you achieve your financial goals.

Our Office

Our office is located at 321 North Front Street, Suite 305, Wilmington, NC 28401, and can be reached by phone at (910) 338-2875 or by email at Rich.j.schrum@atlanticcoastwm.com.