Wealth management professionals at Atlantic Financial draw from
years of experience and expertise in a diverse pool of investment
opportunities: from mutual funds to 401(k) account management, from
municipal bonds to stock market investments.
Our wealth management services focus on providing individuals with
strategic guidance to help our clients capitalize on opportunities
to preserve, cultivate, manage and transfer their wealth.
Since 1994, Atlantic Financial’s professional financial plan
advisors have been offering full-service advice to address variety
of wealth management needs. Our wealth management offerings and
services are aimed at helping our clients achieve their financial
goals by helping define or refine individual investment strategies
with an eye toward growing and protecting their assets. Other wealth
management services we offer to individuals and families include
providing income tax advice, developing an estate plan, planning for
higher education, and making the most of retirement accounts.
Why is securing professional advice in wealth management important?
The deluge of investment opportunities currently available in the
market makes the prospect of selecting the best investment vehicles
a challenge for many investors. Our financial advisors can help you
determine your wealth management objectives, and assist in
pinpointing priority areas and understand your specific needs in an
ever-changing market. We’re determined to help create financial
solutions tailored meet your goals, with an emphasis toward helping
you achieve, even exceed, your investment targets.
Cultivating and growing your nest egg is a crucial aspect of wealth
management. Whether you need a rollover IRA, a Roth IRA, or help
selecting from more than 12,000 mutual funds, Atlantic Financial can
help with investment guidance and strategies that are tailored for
your financial situation.
Wealth management strategies also apply toward planning for your
children’s higher education costs. Atlantic Financial advisors are
knowledgeable about establishing 529 college savings plans, which
are a tax-deferred method of making contributions for your
children’s college education.
College savings plans contributions are an important aspect of
wealth management because such contributions are eligible for gift
tax exclusions, and are typically excluded from taxable estates. Did
you know that current law allows investors to accelerate use of the
annual gift tax exclusion by making a single contribution up to
$50,000 ($100,000 for married couples) per beneficiary - per single
year - without federal gift tax consequences? In addition, funds
contributed are excluded from your taxable estate, because an
accelerated gift exemption may apply. Moreover, you still retain the
right to determine how the account is used.
At Atlantic Financial, we specialize in providing wealth management
strategies to enable individuals and families achieve their
financial goals. We feel that the excellent resources, technology
and stability of our partners provide our clients with the best of
both worlds: the stability and peace of mind they receive from
working with an industry leader, and the personalized services they
expect from a smaller firm. Contact us today to begin a
comprehensive financial planning approach that is tailored to meet