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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)

 

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Atlantic Investment Group

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Latest Insights

Technical analysis

Equity market cycle recovers to new highs with participation broadening

Apr 24, 2026 | Robert Sluymer, CFA

Short-term S&P 500 indicators are overbought following its 13 percent rebound, but we view the strength of the advance-decline lines and the bottom in Technology following its Q4–Q1 correction as reasons to remain cautiously optimistic.

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A resilient rally for U.S. equities, but economic headwinds persist

Apr 16, 2026 | Kelly Bogdanova

The U.S. stock market’s resilience was on display after hitting an all-time high as Middle East crisis risks de-escalate. But inflation and economic growth headwinds shouldn’t be ignored, and we examine how the investment environment is taking sh

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