Businesses & Corporations
Investment Management- Atlantic Wealth Management investment management
division specializes in wealth management for a range of institutional
clients, including 401(k), defined contribution plans, endowments, foundations,
pension funds, corporations, governments, and high net-worth individuals
nationwide. If your organization or company does not have a plan in place,
contact one of our advisors to arrange a consultation.
Structured Portfolio- Contact us to evaluate your company’s current portfolio.
We will conduct a fair and balanced review of your current portfolio structure,
and recommend changes, if any are necessary. Continuous monitoring of the
portfolio will ensure progress is maintained.
Qualified Retirement Plans- A plan that meets the requirements of Internal
Revenue Code Section 401(a) and the Employee Retirement Income Security
Act of 1974 (ERISA) and is thus eligible for favorable tax treatment. These plans
offer several tax benefits: they allow employers to deduct annual allowable
contributions for each participant; contributions and earnings on those contributions are tax-deferred until withdrawn for each participant; and
some of the taxes can be deferred even further through a transfer into a different type of IRA.
Concentrated Stock Positions
Insurance Strategies- Contact an advisor to determine a proper strategy for your company.
Key Person Insurance
Private Client Group- Atlantic Wealth Private Client (AWPC) Group provides access to wealth management services and products to individual
clients and businesses nationwide. Our business model is based on our experience with high net-worth individuals living overseas &
domestically. We focus on the one-to-one relationships that we have developed with our diversified client base.
AWPC utilizes our myriad of investment options to mold a client’s complete portfolio. All aspects of your life are considered, enabling us to
become essential partners to our clients and provide customized financial planning and wealth management guidance, products and services.
Portfolio Evaluation/ Analysis- We will conduct an unbiased review of your existing accounts and guide you on the future course you should
consider taking with your current advisor, or with our wealth management division.
Asset Allocation Strategies
Alternative Investments- These are alternative investments which may not be available through your current advisor.
REITs (Real Estate Investment Trusts)
Oil & Gas Partnerships
Equipment Leasing Program
Global Opportunities- From the much discussed BRIC (Brazil, Russia, India, China) investment opportunities to South America, Asia, Africa,
Europe & The Middle East, we are constantly reviewing & researching investment opportunities globally. We realize that the emerging
economies globally present our clients with opportunities, not available in the past.
However, it is of utmost importance to have an advisor separate the fundamentally-sound, from the hype.
Strategic Investment Advice– Our Atlantic Wealth advisors can provide Investment Management, Asset Allocation & Corporate Investment
services tailor-made to your specific needs. All of our clients are individuals and will be treated as such.
"We'll help you navigate
these uncertain waters."
+ 1 954 315 3921
|Atlantic Wealth Management offers Securities through International Assets Advisory LLC an Independent Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through International
Assets Investment Management, LLC, an SEC Registered Investment Advisor. International Assets Advisory, LLC and International Assets Investment Management, LLC are affiliated companies. Registered
Investment Advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
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