We do what
others cannot.

Creatively | Exceeding Expectation | The
way we manage our own

Your Atlantic Wealth Partners team has extensive experience in multigenerational wealth counsel. We’re here to assist you throughout all stages of life with non-traditional, creative income and estate tax minimization and dynamic investment risk management strategies. We bring a comprehensive, proactive approach to every engagement.

Meet Your Partners

Steve Olson, CFP®, AEP®

CEO | Atlantic Wealth Partners

Advisor to Hyper-Wealthy Families ($50 Million+), Tech Entrepreneurs, Athletes & Real Estate Investors/Developers • Asset Protection & Tax Minimization Expert • Investor • Athlete • Wealthtech Disruptor

Steve has provided counsel and management on individual assets and portfolios—encompassing a combination of securities, real estate, privately held businesses and other alternative investments—ranging in value from $5 million to over $400 million in value. Steve is an alumnus of Old Dominion University and the University of South Florida, and resides in Palm Beach Gardens, Florida. When he’s not working, or nerding out on taxes or investments – you’ll find him on the water or with his kids, Stephen and Callie.

Tad Sacheck, AAMS®

Family Wealth Advisor

Tad is a family wealth advisor for the firm. His experience spans over 15 years in financial planning and advisory services to families and retirees throughout the state of Florida. Tad finds great fulfillment in developing long lasting relationships with the families and individuals we serve and helping them to pursue their personal and financial objectives. Tad lives in palm city, with his wife and their three children. Tad serves on the board for Martin County North Little League and in his spare time he enjoys playing golf, coaching his kid’s respective sports teams and spending time with family.

Gregg Brant, CFP®, APMA®, MBA

Family Wealth Advisor

Gregg is a Family Wealth advisor with the firm. He started in the industry in 2009 and obtained his CFP designation in 2013. Gregg specializes in providing his clients with comprehensive financial planning encompassing tax minimization and estate planning strategies. Gregg lives in Palm Beach Gardens with his wife and two daughters, and in his spare time, Gregg enjoys golfing and exercising.

Anthony Vernale, CFA

Head of Asset Management

Anthony is the Head of Asset Management for the firm. Prior to his current role, Anthony had 15 years of experience in hedge funds. Starting in operations and then moving to the front office in a trading position for a team focused on credit markets. His goal is to bring financial product knowledge and market experience to financial planning and analysis. Anthony lives in Palm Beach Gardens with his family, where he spends his spare time enjoying the weather and playing with his young children.