We do what others cannot.

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.

MEET YOUR PARTNERS

Steve Olson, CFP®, AEP®

CEO | Family Wealth Advisor

Advisor to Hyper-Wealth Families ($50 Million+), Tech Entrepreneurs, Athletes & Real Estate Investors/Developers • Asset Protection & Tax Minimization Expert • Investor • Athlete • Wealthtech Disruptor

“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

Tad Sacheck, AAMS®

Director of Operations | Family Wealth Advisor

Gregg Brant, CFP®, APMA®, MBA

Family Wealth Advisor

Matthew Oliver, CPA

AWP Tax Planning, LLC

Jocelyn Edick

Accounting Analyst

Ari Strudler

Executive Assistant

Kaelin Quick

Private Client Associate

Partnership is tangible.

Atlantic Wealth Partners is your good partner. “WE” speaks to our relationship. A good partner honors the relationship, recognizing success is mutual. A good partner does the hard work to ensure the relationship remains successful over the long term.

Aggressive, defined.

Aggressive has often meant “pants on fire,” sometimes overly ambitious investment strategies and tools. Aggressive in the sense Atlantic Wealth Partners practices is the determined, zealous guardianship and advocacy of your personal investment capital and savings.

Knowledge transfer.

Understanding what we do and the how and why of it all, positions you to inform our success. By understanding your objectives and the changing circumstances of your life, Atlantic Wealth Partners remains proactive, strategic and visionary in logically evolving our approach.

Partner with us.

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