Atlantic Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

99 Wyse Rd Ste 1030, Dartmouth, Nova Sco...

Phone Number

(902) 429-4001

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Atlantic Wealth Management

Atlantic Wealth Management is a leading independent wealth management firm specializing in retirement and tax estate planning services to professionals, business owners, and clients requiring tax effective planning strategies. Personal Service will define all aspects of your relationship with Atlantic Wealth Management. By bringing together specialists to support your goals, we deliver exceptional care and attention. By listening before acting we provide advice that anticipates and responds to your unique requirements. Atlantic Wealth Management provides full financial planning, having a high comprehension on the tax advantages of corporate structures and how they work, thus separating our team from others that focus solely on one area. We deliver our advice without the distractions or conflicts of interest, representing all major life insurance carriers. Our service offerings are driven by a single priority: "The integrated wealth management needs of our clients".Explore more
Atlantic Wealth Management's Social MediaPopular SearchesAtlantic Wealth Management LtdAtlantic Wealth ManagementAtlantic Wealth Management - Nova ScotiaAtlantic Management IncAtlantic Wealth Management - LtdSIC Code 62,628NAICS Code 52,523Show more

Atlantic Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Atlantic Wealth Managemen...

<$5M
1-10
Private
-
2003
SS
Sabrina SchnareChief of Staff
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
1-10
Private
-
-
AL
Ardella LittmanOffice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1974
N/A
<$5M
1-10
Private
-
-
Scott Pollock, President & Financial Cfp, Chs Planner at Pollock Financial Services
Scott PollockPresident & Financial Cfp, Chs Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Atlantic Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Atlantic Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Atlantic Wealth Management.

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

What is Atlantic Wealth Management's official website?
Atlantic Wealth Management's official website is www.atlanticwealth.ca
What is Atlantic Wealth Management's Revenue?
Atlantic Wealth Management's revenue is <$5 Million
What is Atlantic Wealth Management's SIC code?
Atlantic Wealth Management's SIC: 62,628
What is Atlantic Wealth Management's NAICS code?
Atlantic Wealth Management's NAICS: 52,523
How many employees does Atlantic Wealth Management have?
Atlantic Wealth Management has 1-10 employees
What industry does Atlantic Wealth Management belong to?
Atlantic Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Atlantic Wealth Management competition?
Atlantic Wealth Management top competitors include: Sweatman Insurance & Retirement Services, Pollock Financial Services, Carney Lyster & Associates Private Wealth, Foresight Financial
What technology does Atlantic Wealth Management use?
Some of the popular technologies that Atlantic Wealth Management uses are: WooCommerce, WordPress.org, PHP, Microsoft 365
How do I contact Atlantic Wealth Management?
Atlantic Wealth Management contact info: Phone number: (902) 429-4001 Website: www.atlanticwealth.ca
What does Atlantic Wealth Management do?

Atlantic Wealth Management is a leading independent wealth management firm specializing in retirement and tax estate planning services to professionals, business owners, and clients requiring tax effective planning strategies. Personal Service will define all aspects of your relationship with Atlantic Wealth Management. By bringing together special... ists to support your goals, we deliver exceptional care and attention. By listening before acting we provide advice that anticipates and responds to your unique requirements. Atlantic Wealth Management provides full financial planning, having a high comprehension on the tax advantages of corporate structures and how they work, thus separating our team from others that focus solely on one area. We deliver our advice without the distractions or conflicts of interest, representing all major life insurance carriers. Our service offerings are driven by a single priority: "The integrated wealth management needs of our clients".Read More

What are Atlantic Wealth Management social media links?
Atlantic Wealth Management Linkedin page Atlantic Wealth Management Facebook page
Is Atlantic Wealth Management a public company?
Atlantic Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Atlantic Wealth Management

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