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The Center For Wealth Planning Is Now Atlantic Wealth Partners

Steve Olson and The Center for Wealth Planning are now Atlantic Wealth Partners. We are structurally the same organization. All enhancements to our business operations enhance our ability to serve as your good partner.  

More a defining exercise than a branding one, the name change evidences the importance we place on partnership. The nautical rope signifies Atlantic Wealth Partners’ strength of robust, interconnected resources. It echoes the interconnected success we achieve with you.

Our new website is a great resource to understand what we continue to do and the advantageous things we now do as a part of our evolution. Understanding the how and why of it all, positions you to inform our success.

Authentic partnership is its own method. It ensures we do the hard work, that our motives are pure and, that we remain decisive.

Should you have any questions, please ask. We’re happy to answer every one. A conversation moves us forward, together.

It’s not you. It’s we.

Steve Olson CFP ®, AEP ®

CEO | FAMILY WEALTH ADVISOR

Steve Olson’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.

Steve is currently the Founder and CEO of Atlantic Wealth Partners in Jupiter, FL.

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What We Do

We do things quite differently here. Learn how our in depth planning process can help you drive outcomes.

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Why We Do It

We’ve cleaned up a lot of financial messes for our clients. Learn more about why we are so passionate about our work.

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