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
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.