Your Atlantic Wealth Partners team has extensive experience in multigenerational wealth counsel. We’re here to assist you throughout all stages of life with non-traditional, creative income and estate tax minimization and dynamic investment risk management strategies. We bring a comprehensive, proactive approach to every engagement.

Steve Olson

Founder, Family Wealth Advisor

Tad Sacheck

Director of Operations, Family Wealth Advisor

Gregg Brant

Family Wealth Advisor

Cody Koletic

Family Wealth Advisor