About ATLANTIC FAMILY WEALTH, LLC
ATLANTIC FAMILY WEALTH, LLC is a financial advisory firm that has been providing expert guidance and support to their clients for many years. Offering a range of financial services and personalized solutions, they have become a trusted resource for individuals and families seeking to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers a wide range of financial services
- Provides personalized solutions based on individual needs and goals
- Utilizes expert knowledge to help clients make informed financial decisions
- Prioritizes client satisfaction and long-term relationships
Facts and Insights
ATLANTIC FAMILY WEALTH, LLC has a proven track record of helping clients achieve their financial goals. The firm is well-versed in the latest trends and market insights, enabling them to provide sound advice and recommendations.
Their team of financial experts is dedicated to staying updated with the ever-changing financial landscape and are always working to improve their services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | 15+ years |
Financial Services Offered
ATLANTIC FAMILY WEALTH, LLC offers a comprehensive range of financial services to meet the needs of their clients. These include investment management, retirement planning, tax planning, estate planning, and more.
Client Types
The firm serves a diverse range of clients, including high-net-worth individuals, families, and institutions. They are committed to providing individualized solutions for each client, regardless of their unique financial situation.
Fees & Compensation
ATLANTIC FAMILY WEALTH, LLC operates on a fee-based compensation structure, which ensures that their interests are aligned with those of their clients. This means that they only earn fees when their clients’ accounts grow, promoting a shared motivation for success.
Background
The firm was founded by a team of financial experts who saw a need for personalized, tailored financial guidance in the market. They have since built a strong reputation for excellence and trust, earning the loyalty and satisfaction of their clients.
Their team is made up of experienced professionals who come from diverse backgrounds, enabling them to provide a wide range of expertise and perspectives.
Financial Advisor Disclosures to Know
ATLANTIC FAMILY WEALTH, LLC believes in transparency and open communication with their clients. As part of this commitment, they disclose any potential conflicts of interest and maintain a strict code of ethics. Their clients can trust that they are receiving unbiased advice and recommendations.