Atlantic Private Wealth
Financial Service
Why pick this one
Atlantic Private Wealth provides investment management and financial planning, including tax and estate strategies, with over 40 years as an SEC-registered advisor and fiduciary.
Best for
- Families and individuals seeking customized wealth and financial-life planning
- Entrepreneurs and businesses needing business or trustee planning
- Retirement plan participants seeking tax-exempt retirement plan guidance
- Foundations and endowments seeking investment management
- Clients with low-basis concentrated holdings needing options strategies
- Clients needing coordinated referrals to CPAs, estate attorneys, trustees, mortgage providers, or asset-based lenders
Specialties
- Options strategies for low-basis concentrated holdings
- Tax-exempt retirement plans with TIAA-CREF and Fidelity
- 401(k) and defined benefit plan design and investments
- Business and trustee planning
- Income and estate tax strategies
- Bespoke family-office-style servicing
Certifications
- SEC-registered advisor
- Fiduciary
What makes them different
- Over 40 years as an SEC-registered advisor and fiduciary
- Bespoke family-office-style servicing
- Domestic and international client base
- Interactive exercise used to identify client priorities and goals
- Nationwide professional referral network including CPAs, estate attorneys, trustees, mortgage providers, and asset-based lenders
- Years in business
- 40
Distilled from this business's own website.
Contact & Location
- Address
- 308 W Rosemary St Ste 301, Chapel Hill, NC 27516-2549
- Phone
- +19199682977
- Website
- https://www.atlanticpwa.com
- intl-segmenter@11.7.10
Services
- Investment management
- Financial advice and planning
- Risk management and insurance
- Retirement plan design and investment
- Goals and cash-flow-based budget, spending, and saving analysis
- Professional referrals to CPAs, estate attorneys, trustees, mortgage providers, and asset-based lenders