Wealth Management and Individual Investor Services
Wealth management services must to be as comprehensive as your needs.
Atlantic Financial has developed a complete array of tools to help high
net worth individuals and families maximize their potential and reach
their long term financial goals.
We offer a variety of services that can assist you with the management
of your portfolio, your charitable giving, family legacy, tax situation
and long term financial plan.
Premier Client Services
For high net worth investors we offer a unique blend of ultra high
quality services with your discriminating tastes in mind.
If you qualify for our premier client services* you can expect to receive
some of the most comprehensive client service in America. Atlantic Financial
works with some of the worlds top professionals in the areas of taxes and
law. Our network with professionals in these fields as well as money
management firms and our high quality service make Atlantic Financial the
ideal choice for high net worth investors. Some services include:
Offshore Money Management
Selection and Evaluation
Strategic Asset Management
In Person Reviews
* Minimum investment will depend on services required.
Services for your financial security
Mutual Funds - we
offer clients over 18,000 mutual fund choices.
View the list of
that we work with
we can help you set-up a new Individual Retirement Account (IRA) or
rollover an existing one.
College Plans -
a powerful way to save for college education.
Global Investing - let us help you make global investing a part
of your portfolio.
Socially Conscious Investing
- Atlantic Financial can help you find the right socially
responsible investment for your needs.
VIP Account- unlimited check writing, consolidated statements
and a VISA debit card.
Stocks, Bonds and CDs.
Atlantic Financial is happy to answer questions about mutual
funds, stocks, IRA's, rollovers, bonds, 401k's, money management,
529 plans, general investing and any of our programs.
About Wealth Management
Learn more about
Financial Planners and Estate Planning
Even the best wealth management and financial plans are incomplete if they
do not account for long term tax issues, be sure to review the
tax efficiency of your plan.
For more information or to have us answer any questions you may have,
please contact Atlantic Financial, or contact us
Having a long term plan that reflects your values can be
profitable and serve the greater good see our section about
Socially responsible investing
no such thing as a free lunch for investors