About Our Firm
At Atlantic Wealth Management, we help you find clarity, confidence, and contentment in your financial life.
We value lifelong relationships while providing the highest level of personal service and care one would expect from a boutique financial services firm. By first understanding what is truly most important to each of our clients and their families, we seek to develop a plan designed to last for generations.
It is our belief that we are called to be the light in our community by loving and caring for others. Our faith in God forms the cornerstone of everything we do – both personally and professionally.
Our Core Values
Integrity
We honor our commitments and always do what is right.
Excellence
We do our very best and work at it with all our heart.
Consistency
We follow an established process free from variation or contradiction.
Humility
We value others’ interests above our own.
Generosity
We believe there is joy in giving.
Progress
We move others to action.
Caring for Our Community
At Atlantic Wealth Management, we are committed to serving our community.
Our actions are motivated by our faith and the belief that "to whom much has been given, much will be required.” Throughout the year, our team is honored to support various causes like the following with our time and financial resources.
The Salvation Army of Carteret County
We are pleased to be involved with the Salvation Army of Carteret County. We have previously hosted financial literacy workshops for single moms; served with the “Soup, Soap, and Salvation” mobile feeding program; rang bells each Christmas season with the Red Kettle campaign; and proudly supported the “Anchor the Army Building Capital” campaign.
Beaufort Historical Association
We are proud to have served on the board of governors at the Beaufort Historical Association. Atlantic Wealth Management is a proud sponsor of the annual Beaufort Old Homes Tour.
Rotary International
We are pleased to be involved with the Lookout Rotary Club of Morehead City, North Carolina. Atlantic Wealth Management is a proud sponsor of the Lookout Rotary Spring Road Race.
Habitat for Humanity
We are pleased to be a golf tournament sponsor for the Crystal Coast Habitat for Humanity.
Carteret Literacy Council
We are pleased to support the Carteret Literacy Council whose mission is to reduce illiteracy in both youth and adults in our local community.
Carteret County Chamber of Commerce
We are pleased to be a member of the Carteret County Chamber of Commerce.
Morehead City Downtown
We are located in historic downtown Morehead City. We are pleased to support and be a member of the Downtown Morehead City Revitalization Association.
Fellowship of Christian Athletes
We are pleased to support Fellowship of Christian Athletes and to sponsor a table at our local FCA's annual banquet.
Beaufort Woman's Club
We are proud to support the Beaufort Woman's Club's annual charity fashion show, which benefits charities such as Family Promise and Backpack Blessings.
Crystal Coast Hospice House
We are pleased to support the December fundraiser at the Crystal Coast Hospice House.
The Country Club of the Crystal Coast
We are proud to be a tennis tournament sponsor at the Country Club of the Crystal Coast.
Beaufort Lions Club
We are pleased to be a sponsor of the Strides Beaufort Lions for Diabetes Awareness Glow Run.
Beaufort Ole Towne Rotary
We are pleased to be a major corporate sponsor of Beaufort Ole Towne Rotary's annual golf tournament scholarship fundraiser.
Ladies Professional Golf Association
We are pleased to be a sponsor of the Ladies Professional Golf Association charity golf tournament at the Morehead City Country Club.
Young Life on the Crystal Coast
We are proud to support Young Life on the Crystal Coast, a nonprofit Christian ministry for high school students.
American Music Festival
We are excited to support the American Music Festival as a sponsor.
Broad Street Clinic
We are proud to be able to support the Broad Street Clinic as a fundraiser sponsor.
Carteret County Association of Realtors
We have been able to support the CCAR in raising money for scholarships through their golf tournament.
Carteret Health Care Foundation
We’ve been proud to be a race sponsor to help raise money for the hospital foundation.
The Brigade - Coastal NC Homeschool Athletic Association
We are proud to support the local homeschool athletic association.