Atlantic Wealth Partners does not directly manage your assets. Instead, we build customized financial recommendations and investment management solutions geared toward your financial goals and objectives by selecting and monitoring best-in-class asset and money managers. We report on all relative fees, monitor the performance of existing managers, and hold them accountable through intentionally sustained communication around your life milestones and needs, including retirement, wealth transfer, business succession planning, charitable planning, income protection and asset protection. By consistently reviewing the integration of all your wealth management activities, we monitor their tax impact on your overall financial situation.
Atlantic Wealth Partners provides counsel and management on individual assets and portfolios ranging from $5 million to over $400 million in value and encompassing a combination of securities, real estate, privately held businesses, and other alternative investments. Your plan is based on your unique willingness, ability and suitability to accept market risk. Plans are formalized with a written Investment Policy Statement to ensure consistent adherence.