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Wealth Management

Investing information and education

Wealth management investing services should be comprehensive enough to meet your needs.  Atlantic Financial has developed a complete array of investing tools to help high net worth individuals and families maximize their investing potential and help reach long term financial goals.

Atlantic Financial offers a variety of investing services that can assist you with your portfolio management of your charitable giving, family legacy, tax planning and long term investing plan.

Investing wisely is the foundation of building and preserving wealth yet many people do not have the time they need to properly manage this area.

Wealth Management Premier Investing Services

For high net worth investors we offer a unique blend of ultra high quality investing services with your needs in mind.

If you qualify for our premier client services* you will receive some of the most comprehensive client service in America. Atlantic Financial works with some of the world's top tax, investing and legal professionals.  Our network with professionals in these fields, leading money management firms and our high quality service make Atlantic Financial the ideal choice for high net worth investors. Some services include:Individual investment services and advice

* Minimum investment depends on services required.

Wealth Management Services for your financial security

For More Information, see:
Fund Companies We Work With | Broker of Record | Consulting and Custody Service  | Wrap Accounts

401k Rollovers  Contact Atlantic Financial

Atlantic Financial can answer questions about money management, asset protection, general investing and our programs. We do not charge for advice or financial planning. Contact us today,
email Atlantic Financial (please include your name and telephone number) or fill out the short form below:


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Atlantic Financial has been serving clients on the Internet since 1994 and enjoys a solid reputation for service, selection and value. We can review your financial plan, assist with your 401k Rollover or IRA Rollover and answer your retirement questions.

Please remember that education is the first step you can take to meet your financial goals.  To learn more, visit the Atlantic Financial Dictionary and subscribe to the Atlantic Financial Investment Word.

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Copyright 1994-2007 Atlantic Financial, Inc. Bruce Fenton, President
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