ATLANTIC WEALTH

Our mission is to help you protect your family, enjoy a comfortable retirement and leave a legacy... Who is looking at the pieces of your financial puzzle to see if you are on track? We can provide an objective, life-impacting view of your current position and project its probability of success. By working in coordination with your accountant, attorney and insurance agent, we can provide you with a comprehensive, holistic plan as well as a team dedicated to its implementation and your success. Our planning process puts the emphasis on you and your needs, not on a prepackaged set of solutions or ideas. We are committed to providing you with the information you need to make timely, informed decisions about your financial future... Your need for a sound financial plan is our number one priority. We offer you a proactive hands-on approach to meeting your financial challenges. By taking your perspective, understanding your needs and satisfying them in a way that maximizes your security we..

Primary location: East Falmouth United States