Atlantic Wealth Management, LLC
Information by Research TrustFinance
Founded in 2009, Atlantic Wealth Management, LLC is a fiduciary wealth management firm dedicated to providing personalized financial guidance. As a fee-only advisor, the company's compensation comes directly from its clients, eliminating conflicts of interest associated with commissions. Their core mission is to help clients achieve financial independence through a range of services including retirement planning, investment management, estate planning, and tax strategies. The firm is registered with the U.S. Securities and Exchange Commission (SEC) and emphasizes a client-centric approach built on trust and transparency.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial