Wealth Management

Brokerage Access^SM

Brokerage Access is designed for those investors who are looking for a basic asset management account with the ability to add optional cash management features. Brokerage Access' standard features include: trading and investing; margin account borrowing; automatic money market mutual fund sweep; and limited check writing. The Brokerage Access account is available with no annual fee. Optional features, which are available at additional costs, include: a Visa® Classic debit/ATM card; tax lot accounting; performance reporting; online bill paying; the ability to download account information to Microsoft® Money or Quicken®; and Internet, wireless and telephone access to third-party investment research and quotes.

About myStreetscape

myStreetscape is a comprehensive, integrated consumer technology platform that allows Correspondent Broker/Dealers and their investment professionals to offer their clients access to account information, market data and trading through the Internet, wireless and telephone.

About Fidelity Investments Institutional Brokerage Group

Fidelity Investments Institutional Brokerage Group provides clearing, custody and integrated brokerage services supporting the diverse needs of a wide array of financial institutions including Correspondent Broker/Dealers, Registered Investment Advisors, third party administrators, banks, brokerage firms and insurance companies. Fidelity's products and services consist of equity and fixed- income securities trading, custody and money management systems, investment management products, asset allocation tools, securities execution and clearance and technology solutions. Fidelity also provides its clients with dedicated client services support and comprehensive marketing programs.

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Financial Planning and Investment Services

Atlantic Financial has been serving clients since 1994.  Atlantic Financial enjoys a solid reputation for service, selection and value. We can review your wealth management plan, assist with your or 401k / IRA Rollover and assist you with global wealth management.