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Private Client Group

Your financial advisor will work with you to select  the products and services you may need to
pursue your personal goals. We will continuously monitor your accounts and will re-evaluate
changes in your personal life, that may require adjustments to your investment strategy.

You will be treated as an individual and not just an account.
Retirement: IRAs & retirement planning for
yourself, family and your business.
Investments: From stocks & bonds to
alternative investments and global
Insurance: Protect yourself and plan for the
Account Services & Tools: Log in to your
main account or to secondary investment &
insurance accounts from one page.
Research: Access market updates,
commentaries, economic calendars and
company conference calls.
Forms: Access any form that you may need
Education: Visit our learning center &
familiarize yourself with the financial planning
process before meeting with an advisor.
Seminars: We are constantly educating the
community & will never charge you a fee to
attend a seminar or workshop.
Estate Planning: Financial services for estate
Online Services: Online access, with easy to
read pages & updated balances.
Private Client Group:  We provide advice-
based wealth management services and
access to products for High Net Worth
individual clients and businesses nationwide.
Services: Contact an advisor to discuss asset
allocation, advisory accounts or complete
wealth management services.
"Live for today...
Plan for tomorrow."
Atlantic Wealth Management offers Securities through International Assets Advisory LLC an Independent Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through International
Assets Investment Management, LLC, an SEC Registered Investment Advisor. International Assets Advisory, LLC and International Assets Investment Management, LLC are affiliated companies. Registered
Investment Advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
This site and the content herein are subject to certain Legal Notices. Please see "Legal/Privacy Important Disclosures" tab at the top of page for important information.
+ 1 954 315 3921
+ 1 954 315 3921