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.

Working with a CPWA® Professional

The the Certified Private Wealth Advisor® (CPWA®) designation is an advanced credential created specifically for wealth managers who work with high net worth clients, focusing on the life cycle of wealth - accumulation, preservation and distribution. Candidates who earn the certification understand how to develop specific strategies to help minimize taxes, monetize and protect assets, maximize growth and transfer wealth. The CPWA® certification is considered the standard for competence in the field of wealth management today.

The program takes a holistic and multidisciplinary approach consisting of 6 months of self-study, five days of coursework at The University of Chicago’s Booth School of Business and a final board examination covering the following topics: tax strategies and planning, estate issues and wealth transfer, charitable giving and endowments, portfolio management, risk management and asset protection, planning for executives, planning for closely held business owners, family dynamics and retirement management.

This achievement exemplifies our team’s commitment to effectively serve as an advocate in all areas of wealth management, and provide comprehensive strategies for the families, individuals and organizations we have the pleasure to advise.

Meet our team

Atlantic Investment Group

Learn more about Atlantic Investment Group.

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Latest Insights

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Weaving the threads of U.S. equity outperformance

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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