A complete list of active advisors currently associated with Atlantic Edge Private Wealth Management

Warmer can help you find a great advisor at Atlantic Edge Private Wealth Management or one who fits your needs even better.

Atlantic Edge Private Wealth Management advises individual and high-net-worth clients as well as family offices, charitable organizations and some corporate clients, providing discretionary investment management, financial planning and consulting services. The firm also offers a Portfolio Overview consulting service that aggregates and reports on a client’s full set of investment assets across multiple custodians. Its investment process blends tactical and strategic asset-allocation informed by fundamental and technical analysis, with an emphasis on equities for long-term growth and fixed income for risk mitigation and cash flow. Portfolios are rebalanced disciplinarily and implemented using ETFs, mutual funds, individual securities and, on a limited basis, options or short-term trading; most accounts are managed on a discretionary basis with occasional non‑discretionary arrangements. Distinctive features include a compact advisory team formed in 2023 that manages over $600 million for roughly 285 clients, and a consolidated reporting capability that covers both marketable and non‑marketable assets with daily performance aggregation and reconciliation across custodians. The firm operates on an independent institutional custody platform and integrates consolidated reporting and planning into its service offering, which may appeal to clients with complex, multi‑venue holdings.

To learn more about the advisors currently working at Atlantic Edge Private Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.