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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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Meet our team

Atlantic Investment Group

Learn more about Atlantic Investment Group.

Latest Insights

Waiting

You can wait-and-see everything

Oct 30, 2026 | Thomas Garretson, CFA

The Fed under Chair Kevin Warsh has offered tough talk but little follow-through. After another Fed meeting that left investors wanting and waiting, we examine the latest messaging and what it might mean, if anything, going forward.

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Tanker

Middle East: Ongoing conflicts, inescapable effects

Oct 23, 2026 | Kelly Bogdanova

While the Q3 earnings season is capturing investors’ attention, we have one eye on the Middle East crisis as we believe it is the most underappreciated risk for equity markets and the economy.

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