Atlantic Wealth Partners is your good partner.
speaks to our relationship.
A good partner honors the relationship, recognizing success is mutual. A good partner does the hard work to remain successful over the long term. We minimize income and estate tax liabilities using creative structures your current Financial and Investment Advisors, CPAs, and Attorneys are not currently deploying. The Personal CFO marshals the expertise and efforts of all your legal and tax professionals into a single unified force, optimizing their combined contributions to increase the value of their work on your behalf.
We begin with a frank discussion about your objectives, your opportunities and the timeline of your personal financial, familial and lifestyle milestones.
We provide an honest, detailed portrayal of our ethos, abilities, and the resources we’ll devote to our work with you.
Using vivid, fact-based forecasts, we set realistic expectations while facilitating and managing all aspects of your financial, legal and tax operations.
We clearly outline our responsibilities to the successful engagement. Our commitment to consistent review of the tax code, ongoing education, and networking position us among the top 2% of practitioners in the world who can see the big picture as it relates to your financial goals.