Wealth Management Advisor
Effective and strategic wealth management strategies require a lifelong
process, designed to address your changing needs. At Atlantic Financial, we
employ a consultative process to work with you to help accumulate, preserve
and transfer your wealth.
We understand that the process of accumulating and managing wealth
requires time and planning. At Atlantic Financial, our wealth management
advisors can provide the knowledge and resources necessary to help guide you
through planning and implementing a strategic wealth management plan.
There is a wide array of factors to consider in designing a workable wealth
management strategy: lifestyle, assets, taxes, charitable inclinations, and
financial goals. Addressing these variables constitutes the art of wealth
management. It’s important for us to understand your long-term needs and
risk tolerance to design an effective, customized and strategic wealth
management plan, which will serve as a road map to help you achieve your
wealth management goals.
Our areas of expertise in wealth management include:
estate and tax planning
wealth transfer planning
The first step in devising a strategic wealth management plan is gaining
a clear understanding of your current assets, liabilities, and income. It
will be important to discuss your individual goals and objectives regarding
investment risk and return. We also will explore your plans to enhance,
preserve, and transfer wealth. We’re determined to help create financial
solutions tailored meet your goals, with an emphasis toward helping you
even exceed — your financial goals.
Your wealth management advisor will develop a financial plan that will be
tailor-made, based on your individual circumstances. Our recommendations may
include investment, credit, and insurance strategies, as well as
recommendations regarding tax advantages or ways to grow, preserve, and
protect your wealth. You can also rely on our wealth management advisors to
obtain important information about wealth transfer strategies.
Atlantic Financial is prepared to work closely with you to implement wealth
management strategies and help make changes as necessary, to meet your
evolving needs. We’re also prepared to help you adapt to changing economic
conditions or investment opportunities as well as maximization of tax
Since 1994, Atlantic Financial’s wealth management advisors have been
offering full-service advice to address variety of wealth management needs.
At Atlantic Financial, we specialize in providing wealth management
strategies to enable individuals and families achieve their financial goals.
We invite you to contact one of our experts to discuss how we can help you
develop an effective, sustainable, and strategic wealth management plan.