Atlantic Wealth Management is an independent, full-service investment management firm focused intently on the growth and protection of our clients’ hard-earned wealth through a proven process. We value lifelong relationships while providing the highest level of personal service and intimacy one would expect from a boutique financial services firm. We remain independent so you can be confident in our recommendations and client-centered advice. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are offered by CES Insurance Agency and Atlantic Wealth Management, LLC.
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More Business Info

The Freedom to Live Inspired

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Business Planning
  • Risk Management
  • Accumulation
Associations
Carteret County Chamber of Commerce
Categories
Financial Services, Investment Advisory Service
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