Atlantic Wealth Management Services

Portfolio Evaluation/Analysis – We can have one of our advisors run an analysis of your existing
accounts, to evaluate asset allocation, diversification & performance. When you maintain a handful of
accounts at separate firms, it leaves the job of analyzing the entire picture to yourself. We will analyze
portfolios and search for overlapping positions in certain mutual funds, or perhaps even investments that
may be working against other securities in other accounts that you maintain.  
Email/Fax your Statement
now for Review.

Online Account Access- Real-Time Quotes, account activity, reports, balances & history are available.
Some alternative products and insurance companies offer additional account features in addition to the
standard options.

Asset Allocation- Studies have found that, over the long run, how your investments are allocated into
different industries or sectors, is more important than the individual investments, in determining overall
performance for diversified portfolios. It’s not necessarily the specific investments you choose, but how
those investments are allocated that may help to make the difference in reaching your financial goals.
In addition, the process of selecting an appropriate investment mix encourages you to organize your
investments and consider your financial needs and risk tolerance, as well as external factors such as
inflation, taxes, interest rates and the current economy. Once we have a mutual understanding of your
financial goals, we will begin to organize your assets into four basic categories: stocks, fixed income, cash
equivalents, and real assets. This enables us to review your portfolio’s current allocation in relation to your
current needs and objectives, revealing areas that might require special attention, including changes that
may protect and strengthen the portfolio. The result is an overall picture designed to help you attain
greater control over your investment plan.
Contact an advisor today, to schedule an appointment.
En Español
Private Client Group

Wealth Management- Includes Investment Management, Wealth Management & Legacy Strategies. We will create and implement long-term
asset allocation within the context of your particular risk tolerance. We provide you access to innovative investment ideas and opportunities
domestically and globally. We will develop customized investment strategies after meeting with you, that are structured for your specific

Portfolio Evaluation & Rebalancing- We will develop plan to implement the asset allocation best suited to your needs. Taking into account
current market conditions and economic trends, we review each client’s portfolio on an ongoing basis and evaluate possible adjustments
that are necessary to attain your goals..

Fee-Based vs Commission Account- As an Atlantic Wealth client, you have the option of a commission only account or a fee based account.
Contact us to discuss your financial goals and the strategies planned to evaluate what type of account is right for you.

Quarterly Meeting / Portfolio Review- For out of state clients, we will meet with you at least twice a year, or quarterly upon your request.

Financial Planning

College Planning

Retirement Planning - Please visit our Retirement Page for more information.

Estate Planning

Tax Strategies - Contact your advisor to discuss your specific financial situation and how tax strategies can benefit your portfolio.

Strategic Partnerships-  We will partner with CPAs, Estate Planning Firms and Tax advisors to assist you in completing your financial plan
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.
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+ 1 954 315 3921
+ 1 954 315 3921