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Our Services

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Financial Planning

At Atlantic Edge Wealth, financial planning is not a static report or onboarding step — it’s a collaborative, evolving process designed to organize your financial life, illuminate opportunities, and bring clarity to the decisions ahead.

Investment Management

At Atlantic Edge Wealth, investment management is never outsourced. It’s led directly by
our in-house team of three CFA® Charterholders, supported by institutional research and
grounded in decades of experience.

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The Family Office Experience

At Atlantic Edge Wealth, we offer more than investment advice. We serve as a central point of coordination for high-net-worth individuals and families with complex financial lives.

Wealth Management

Physicians and surgeons face a unique set of financial challenges — and opportunities. From high tax exposure and student loan burdens to liability risks and complex compensation structures, your wealth deserves a team that understands your world.

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