We do what others can't.

Creatively. The way we manage our own.

With you for generations.

Steve Olson, founder of Atlantic Wealth Partners, prides himself on a tenacious approach that sees you as a valued partner. This mindset ensures Atlantic Wealth Partners stays in what Olson calls an “action-oriented” posture.

Driving the Outcome

An entrepreneurial, aggressive, consummate professional, Steve Olson’s Atlantic Wealth Partners mirrors that same image in spirit and operation. Olson began his business career at what most would consider an early age. He might tell you he began far too late. That’s the drive you want in your partner.

Steve’s experience spans over a decade of focused tax planning, legal strategy interpretation, investment management, and advisory services to wealthy individuals and families throughout the U.S. Over the course of his still young career, Steve provides counsel and management on individual assets and portfolios—encompassing a combination of securities, real estate, privately held businesses and other alternative investments—ranging in value from $5 million to over $400 million in value.

His pioneering the Personal CFO service is purpose suited to business owners, entrepreneurs, real estate investors, physicians and land developers focused on non-traditional, creative, income and estate tax minimization and dynamic investment risk management strategies.

Steve takes a comprehensive approach to every engagement. Operating from an ethos of partnership, Olson develops client strategies as if planning for his own family’s future needs and security, providing actionable, appropriately motivated counsel and solutions.

Steve is an alumnus of Old Dominion University and the University of South Florida. He resides in Jupiter, Florida. A true Floridian at heart, Steve is a waterman. In his free time that’s where you’ll find him spending time with his children, Stephen and Callie.

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It’s not altruistic to treat my clients’ affairs as my own, or my family’s. It’s the strategy underpinning our business model. The method ensures I do the hard work, that my motives are pure and that my actions are decisive. In our business, those are the only variables I can control.”

Steve Olson, CFP®, AEP®

CEO | Family Wealth Advisor

You’re in good company.

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.

Steve Olson, CFP®, AEP®

CEO | Family Wealth Advisor

Tad Sacheck, AAMS®

Director of Operations | Family Wealth Advisor

Kayle Leibold, CPA

Director of Accounting and Tax Planning

Gregg Brant, CFP®, APMA®, MBA

Family Wealth Advisor

Haden Griffith

Paraplanner

Dina Milo

Client Concierge
01/05

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