Atlantic Retirement & Wealth Advisors LLC

Overview

Atlantic Retirement & Wealth Advisors LLC is an independent registered investment adviser serving individual and family clients with a combination of financial planning, discretionary portfolio management, and pension consulting. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and positions itself as a hands-on adviser rather than a capital allocator. Investment activity is skewed toward listed equity exposures — exchange-traded equities make up the largest share of managed assets — while mutual funds and third‑party alternative managers supplement core portfolios. Atlantic Retirement & Wealth Advisors is not an ESG-focused manager. Service delivery emphasizes personalized portfolios for individuals and small businesses. Given the firm’s custodial footprint and product mix, the investment approach appears to combine model-driven ETF/smart-beta building blocks for core equity exposure with individualized separate account management where tax or concentration issues require customization. Pension consulting and financial planning are part of the advisory mix, suggesting multi-year relationships and retirement-focused allocation decisions for many clients.

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Location & Offices