Estate Planning
Reduce Tax Liability on RMDs
We believe that just managing
investments is simply not enough
to drive outcomes.
We believe that just managing
investments is simply not enough
to drive outcomes.
We believe that at
some point managing
your family’s wealth
becomes a full time job.
We believe that when this happens, you can leverage your wealth to maximize the time you have to:
Explore partnering with the team who has the expertise to manage the complexities of your financial affairs and whose interests are in line with yours.
Whether you’re a top-tier athlete or an entrepreneur who has worked hard to reach success – you know the difference between ‘average’ and ‘exceptional’ – how have you applied this to your finances?
We know that the wealth you have created has required dedication, focus, drive and execution. We offload the headache and complexity so that you can focus on what you do best and what you enjoy the most.
the PERSONAL CFO for
Manage your wealth to prepare you for a smooth transition into your post playing career and for the rest of your life.
the PERSONAL CFO for
You’ve done the heavy lifting and created significant wealth. But what is the point if you aren’t able to enjoy it?
the PERSONAL CFO for
Liquidating a business that you have worked tirelessly to build is emotional, stressful and confusing. We can provide clarity, help maximize value and minimize tax liabilities.
the PERSONAL CFO for
Time is a finite resource. Maximize the amount of time you can spend on your work and your family by leveraging the resources of Atlantic Wealth Partners.
the PERSONAL CFO for
You need help. We won’t tell you to sell all your real estate and move your money to the market like other big name firms.
Nothing we say in the context of this website will satisfy your need for due diligence. Sit down with us—in person or by technology.
Talk With Us