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.

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.

RSVP

Market review and outlook

Jan 22, 2025 12:00 PM Eastern Standard Time - Jan 22, 2025 01:00 PM Eastern Standard Time
Location To Be Determined

Join us for a market outlook discussion that will include key investment themes and the opportunities we see ahead.

Meet our team

Atlantic Investment Group

Learn more about Atlantic Investment Group.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields