Atlantic Wealth Partners, LLC

Overview

Atlantic Wealth Partners, LLC is an SEC-registered investment adviser (CRD 289440) based in Jupiter, Florida. The firm provides customized, comprehensive wealth management, financial planning, and investment advisory services for individuals and families.

History

The firm was established in 2017 as a Florida limited liability company. Its first-responder work traces to 1999, when it operated as the Florida division of The Center for Wealth Planning. In 2017, Steve Olson purchased that division and re-established it as Atlantic Wealth Partners.

Timeline

1. 1999Its first-responder work traces to 1999, when it operated as the Florida division of The Center for Wealth Planning.
2. 2017The firm was established in 2017 as a Florida limited liability company.

Leadership

Stephen T. Olson is the founder and managing principal. Anthony Vernale is partner and head of asset management, bringing 15 years of hedge-fund experience to financial planning and analysis.

Services

Atlantic Wealth Partners provides retirement planning, tax strategy, growth-focused investment management, and retirement-income investment management. The firm says it understands the Florida Retirement System Pension Plan and Investment Plan, DROP, and 457(b) programs.

Its free retirement assessment can include retirement-income projections, DROP and retirement-timing analysis, Social Security strategy, tax considerations, and portfolio recommendations.

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Trust and fiduciary
• Retirement planning

Client Focus

The firm serves Florida first responders and their families. Atlantic Wealth Partners also states that its relationship with the Palm Beach County PBA spans more than 25 years.

Approach

Atlantic Wealth Partners describes its approach as fiduciary and independent, with advice tailored to each client’s financial needs, risk tolerance, and investment time horizons. The firm reports charging 0.375% per quarter, or 1.50% annually, on assets under management, billed in advance.

FAQs

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.