Building Wealth. Protecting Legacies.

Building Wealth. Protecting Legacies.

Building Wealth. Protecting Legacies.

Founded in 2003, Atlantic Wealth Management has grown into a trusted financial advisory firm with a strong background in investment and wealth management. Over the years, they have expanded their team and services, providing personalized financial solutions to a diverse clientele, and helping them achieve their financial goals with confidence and expertise.

Our mission is to craft a personalized financial plan so you can enjoy what you’ve earned and built. We also aim to protect you, your business, and your family from any curveballs life may throw your way.

Guiding You Through Life’s Major Financial Milestones

Marriage

Strategies to Help You Maximize Savings Through Income Splitting.

Saving For A Home

Plans to help you save effectively for your dream home.

Job Change

Financial advice to manage career transitions and new opportunities.

Divorce

Financial strategies to navigate the complexities of divorce.

Retirement Planning & Transition

Expert guidance to help you retire comfortably and transition smoothly.

Business Succession Planning

Strategic advice to ensure a seamless and successful business succession.

Spousal Loss

Compassionate planning to help you manage after losing a spouse.