Creatively | Exceeding Expectation | The
way we manage our own
Your Atlantic Wealth Partners team has extensive experience in multigenerational wealth counsel. We’re here to assist you throughout all stages of life with non-traditional, creative income and estate tax minimization and dynamic investment risk management strategies. We bring a comprehensive, proactive approach to every engagement.
CEO | Atlantic Wealth Partners
Advisor to Hyper-Wealthy Families ($50 Million+), Tech Entrepreneurs, Athletes & Real Estate Investors/Developers • Asset Protection & Tax Minimization Expert • Investor • Athlete • Wealthtech Disruptor
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“I started at one of the big-name firms and saw the machine at work. People deserve a partnership. That’s where our interests and motivation align with yours.” – Steve
Family Wealth Advisor
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Family Wealth Advisor
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Investment Analyst
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