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Atlantic Wealth Management
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
712 Bridges St, Morehead City, North Car...Phone Number
(252) 515-7800Website
www.myatlanticwealth.comRevenue
<$5 MillionIndustry
About Atlantic Wealth Management
Atlantic Wealth Management is a financial advisory firm based in Morehead City, NC, dedicated to helping individuals and families align their financial planning, retirement, and charitable giving with their core values. They offer a range of services including financial planning, investment management, retirement planning, and charitable planning, all aimed at empowering clients to live inspired and meaningful lives. The firm is particularly focused on serving families who wish to make a positive impact with their wealth. With a foundation built on faith and integrity, Atlantic Wealth Management strives to be a trusted advisor for their clients.Explore more
Atlantic Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Atlantic Wealth Managemen...
<$5M
1-10
Private
-
2014
James CanadyFinancial Advisor & Partner & Chief Financial Officer
Atlantic Wealth Management Tech Stack
A closer look at the technologies used by Atlantic Wealth Management
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Frequently Asked Questions Regarding Atlantic Wealth Management
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Atlantic Wealth Management is a financial advisory firm based in Morehead City, NC, dedicated to helping individuals and families align their financial planning, retirement, and charitable giving with their core values. They offer a range of services including financial planning, investment management, retirement planning, and charitable planning,... Read More
