877-334-7974 -building your wealth with a financial advisor
Personalized Service
Based on your Objectives and Financial Goals
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Personalized Service
Based on your Objectives and Financial Goals
Our mission is to assist individuals, multi-generational families and plan sponsors achieve their financial objectives. We earn and maintain this trust through committed servicing and unparalleled communication while employing a disciplined investment approach that matches your goals. Our individual clients range in experience and asset accumulation, whether you are just starting out and building for the future or are about to retire and need to make sure your money will last.
We are dedicated to closing the gap in the quality of asset management available to the institutional investor versus the individual investor. We are excited to bring our combined 37 years of industry experience to all investors so that they can share in the benefits of institutional quality products and a disciplined management approach. Atlantic Retirement & Wealth Advisors LLC is a Registered Investment Advisor and a Fiduciary, that is we always put the client's interest first.
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We start with understanding your situation and requirements. Through this listening process we outline options and approaches as we understand that not all situations are alike Our clients come from many backgrounds; whether they are a plumber, a fisherman, a doctor or a tech developer. We welcome conversations with assets that are small or large or whether just starting out on your financial journey or need help going into retirement.
Retirement plans are key to unlocking future wealth for your employees, management and owners. They also are valuable for employee retention. Our approach has four focused areas: investment and fund oversight, participant education, fiduciary assistance and vendor coordination. We take pride in our ongoing communication at all levels within your organization.
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