Atlantic Wealth Management's Mission Statement
Our clients and their families & employees are they key to our financial well-being.
Therefore, in the pursuit of our goals, we will always conduct ourselves in accordance
with these statements always in mind:
-Our daily focus is our clients, their families & their future.
-We must provide the highest level of service with integrity.
-Helping our clients fulfill their financial objectives & goals is essential.
-We must communicate with our clients clearly and frequently.
-Our investment recommendations and services must be of first-class quality.
-We will utilize our relationships and partner companies to provide superior service.
-Continuing education is essential in maintaining the timeliness of investment knowledge, tax
law information and financial planning strategies.
-Constant research & innovation is imperative to our survival in a changing global economic
landscape.
-To attain the level of the founding firms on Wall Street, we will conduct ourselves ethically at
all times.
-We will serve our communities through free financial seminars offered throughout the year,
focusing on the next-generation which holds the keys to our future.
Our clients and their families & employees are they key to our financial well-being.
Therefore, in the pursuit of our goals, we will always conduct ourselves in accordance
with these statements always in mind:
-Our daily focus is our clients, their families & their future.
-We must provide the highest level of service with integrity.
-Helping our clients fulfill their financial objectives & goals is essential.
-We must communicate with our clients clearly and frequently.
-Our investment recommendations and services must be of first-class quality.
-We will utilize our relationships and partner companies to provide superior service.
-Continuing education is essential in maintaining the timeliness of investment knowledge, tax
law information and financial planning strategies.
-Constant research & innovation is imperative to our survival in a changing global economic
landscape.
-To attain the level of the founding firms on Wall Street, we will conduct ourselves ethically at
all times.
-We will serve our communities through free financial seminars offered throughout the year,
focusing on the next-generation which holds the keys to our future.
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| 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 |