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Atlantic Wealth Management is a financial planning firm that provides comprehensive financial guidance to help individuals and families organize their financial lives, navigate market uncertainty, and plan for the future while upholding their core values. They offer financial planning, investment management, retirement planning, and charitable planning services, all tailored to their clients' unique goals, risk tolerance, and values. With a missional focus, the firm's goal is to empower clients to live inspired, with financial freedom to pursue their passions and make a positive impact.
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