A conversation with Mark, Geoff, and Yale

Creating your wealth experience

Our story

As a multigenerational wealth management team, we develop customized strategies that help our clients solve their most complex financial matters. Whether your concerns are planning for retirement, education funding or legacy planning, our team is prepared to provide the solutions that can inspire confidence in your wealth strategy. With more than 150 years of combined industry experience, we are poised to be our clients’ most trusted advisor and advocate in many areas of their wealth. We invite you to experience how we can make a difference in your personal, family’s or business’s financial future.

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Digital Privacy: protecting your data and how to identify and avoid scams

Oct 21, 2025 12:00 PM Eastern Daylight Time - Oct 21, 2025 01:00 PM Eastern Daylight Time
Location To Be Determined

Our guest speaker is a cyber security expert and former FBI assistant director Christopher “Todd” Doss of Guidepost Solutions. Here are some of the real-world examples and topics he’ll discuss:

 

  • Recognizing and avoiding scams
  • Understanding data brokers
  • Ensuring privacy while traveling
  • Handling personal data breaches
  • Securing communications
  • Employing ‘cyber hygiene’ (best practices for protection)

 

Discussion and Q&A with Marshfield Associates

Apr 16, 2025 11:00 AM Eastern Daylight Time - Apr 16, 2025 12:00 PM Eastern Daylight Time
Location To Be Determined

Join us for an opportunity to hear from one of our equity value
managers, Marshfield Associates, on their strategy, outlook and
answers to questions from you and our team.

Meet our team

Atlantic Investment Group

Learn more about Atlantic Investment Group.

Latest Insights

Map of Middle East

Then and now: Market reactions to military conflicts and what they mean today

Mar 06, 2026 | Kelly Bogdanova

With the Middle East gripped in an acute crisis, it’s worth examining how prior military conflicts and significant geopolitical events impacted the U.S. stock market—and what history suggests for investors today.

Read more
Parent showing their daughter a large leaf

A new era of wealth transfer: Five key takeaways for securing your family legacy

Mar 04, 2026 | RBC Wealth Management

Insights into giving and inheriting wealth across generations.

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