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
Money Manager Selection and Evaluation
Strategic Asset Management
In Person Reviews
Municipal Bond Portfolio Management
* Minimum investment will depend on services required.
Services for your financial security
Mutual Funds - we
offer clients over 18,000 mutual fund choices.
Consulting and Custody Service
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.
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