Atlantic Family Wealth, LLC

Atlantic Family Wealth provides investment advice and ongoing portfolio management to individuals and high-net-worth clients, and also offers ad-hoc financial consulting such as retirement-plan rollover guidance and recommendations for held-away accounts. The firm makes use of sponsored advisory programs and third-party managers to implement strategies across mutual funds, fixed income, real estate funds (including REITs), annuities, equities, a range of ETFs (including precious-metal and defined‑outcome “buffer” ETFs), treasury inflation‑protected securities, non‑U.S. securities, and private placements.

The firm typically acts as a discretionary manager, tailoring portfolios to each client’s goals, time horizon, and risk tolerance, and monitors accounts on an ongoing basis; it may also provide non‑discretionary advice and serve as co‑advisor to Independent Managers or use LPL’s Manager Access Select platforms. Atlantic Family Wealth states it relies on modern portfolio theory and deploys a wide set of strategies — including long‑ and short‑term trading, short sales, margin, options, structured notes, and leveraged/inverse funds — and clearly discloses the material risks associated with those approaches.

Compared with peers in its supported category, the firm is unusual in managing about $210 million with a single‑advisor structure and maintaining roughly 240 client relationships, producing high assets and client count per advisor relative to similar firms. The brochure also notes operational features that distinguish the firm: use of AI tools (including meeting recording and transcription with an opt‑out), reliance on LPL and Schwab custodial/platform relationships (and related oversight arrangements), and affiliated personnel who are registered representatives and licensed insurance agents — conflicts the firm discloses and documents.