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.

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:

• Estate Planning

• Offshore Money Management Investing

• Asset Protection for Investors

• Money Manager Selection and Evaluation

• In Person Reviews

• Strategic Asset Management

• Municipal Bonds Portfolio Management

• ASPEN Investing Program - Asset Management System

* Minimum investment depends on services required.

Services for your financial security

• Municipal Bond Investing - premium municipal investing services for high net worth investors concerned with
  safety and taxes

• Global Investing - only by making  global investing a part of your portfolio can you participate in the global economy

• Socially Conscious Investing - Atlantic Financial can help you find the right socially responsible investment for
  your needs.

• IRA Accounts / Rollovers - we can help you set-up a new Individual Retirement Account (IRA) or rollover an
  existing one.

• Section 529 College Plans -  a powerful way to invest for college education and remove money from your estate

• Stock Investing, Bonds and CD investing

• VIP Account - unlimited check writing, consolidated statements and a VISA debit card for investors

• Mutual Fund Investing - we offer clients over 18,000 mutual fund investment choices

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

  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:

  Financial Planning and Investment Services

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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  Wealth Management Tools