Wealth Management Services

At Atlantic Financial, we offer many services to our clients. The trained wealth management professionals at Atlantic Financial draw from years of experience and expertise. Our experienced advisors encompass knowledge in a diverse pool of investment options, from mutual funds to 401(k) account management, municipal bonds to stock market investments. Our skilled team is highly experienced in building portfolios to meet a variety of investment needs, goals, and objectives.

Our wealth management services focus on providing investors with strategic guidance to help capitalize on opportunities and increase return, as well as to preserve, cultivate, manage and transfer their wealth.

Since 1994, Atlantic Financial’s professional advisors have been offering full-service advice to address variety of wealth management needs. Our offerings and services are aimed at helping our clients achieve their financial goals by helping define or refine individual investment strategies. At the same time, we work on both growing and protecting their assets. Other wealth management services include income tax advice, estate planning, education savings, and increasing wealth and income based on our clients individual needs.

Why is securing professional advice in wealth management important? With the vast amount of investment opportunities in the market today, the task of selecting the best investment vehicles can be a huge challenge for many investors. Our skilled financial advisors can help you determine your wealth management objectives, and assist in targeting priority areas. We listen to our clients first, making sure we understand your specific needs in this ever-changing market. We’re determined to help create financial solutions tailored meet your specific goals, with an emphasis toward helping you achieve, and 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 assistance in selecting from more than 12,000 mutual funds, Atlantic Financial can help with investment guidance and strategies that are tailored for your specific financial goals.

The cost of college has been steadily escalating over the years. Therefore, our 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. These plans provide a tax-deferred method of making contributions for your children’s college education. Many investors also assist in funding the college education of their grandchildren.

College savings plans contributions are an important aspect of wealth management. One benefit of these plans is that contributions are eligible for gift tax exclusions, and are typically excluded from taxable estates. There are other benefits as well. For example, current law allows investors to accelerate use of the annual gift tax exclusion by making a single contribution up to $50,000, or $100,000 for married couples, per beneficiary - per single year - without federal gift tax consequences. In addition, the funds contributed could also be excluded from your taxable estate, because an accelerated gift exemption may apply. An added benefit is that you still retain the right to determine how the account is used.

Atlantic Financial specializes in providing wealth management strategies that enable investors to achieve their financial goals. Our state of the art 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, as well as the personalized services they expect from a smaller, more personalized firm. Contact us today and see how our comprehensive financial planning approach that can be tailored to meet your objectives.