Serving Florida first responders since 1999.†
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Timely articles, unique perspectives, and actionable advice to help Florida First Responders stay well-informed in their pursuit of financial freedom.

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Investments
Want To Earn An Extra 3% Annually On Your Investments? It’s Time To Get Help.
Estate Planning
Qualified Charitable Donations: A “Win-Win” Approach to Reducing Tax Liability on RMDs
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Qualified Immunity: Are You Sure Your Assets are Protected?

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Real Estate | Tax Strategy

How to Use Cost Segregation to Create Tax Deductions As a Real Estate Professional

If you are a real estate professional, buying an investment property and using a cost segregation study can help you create big tax deductions to reduce your overall taxable income....

Growth-Focused IM | Investments

Make Money on Your Money

Most of us have heard the term ‘compound interest’ before, but do you fully understand how it works and how important it is to start early? Compound interest is when...

Investments | Tax Strategy

IRAs and Roth IRAs: Tax Pitfalls You Need To Be Aware Of

Many clients come to us not knowing that they CANNOT contribute to an Individual Retirement Account (IRA) and receive a tax deduction because they participate in an employer-sponsored retirement plan....

Investments | Retirement Income IM

Unlocking the Power of Roth IRAs: Tax-Free Growth and Flexible Withdrawals

Unlike a traditional IRA, Roth IRA contributions don’t provide you with a tax deduction upfront. Contributions to a Roth IRA are made with after-tax dollars, meaning the money has already...

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ABOUT US

Helping first responders retire well since 19991.

Atlantic Wealth Partners (AWP) has built a legacy of trust and expertise in financial planning for over two decades. Our deep understanding of the unique challenges faced by first responders has allowed us to provide tailored retirement and financial planning solutions.

Our legacy is rooted in dedication, longstanding relationships, personalized service, and a deep commitment to supporting the financial well-being of those who serve our communities.

First Responder Families Served†
0 +
First Responder AUM/AUA†
$ 0 M+
1 As the Center for Wealth Planning from 1999-2017. †As of 4/1/2024.

When you work with Atlantic Wealth Partners, you get more than just an advisor – you gain a team of experts that are held to a higher standard of financial planning and estate planning, working to guide you through your financial journey with the professionalism, respect, and integrity you deserve.

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© 2024 Atlantic Wealth Partners LLC. All Rights Reserved.

Atlantic Wealth Partners, LLC (CRD No. 289440), is an investment advisor registered with the United States Securities and Exchange Commission. The use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. The information contained herein is not an offer to sell or a solicitation to engage us for investment advisory services in any jurisdiction(s) in which we are not appropriately registered, excluded, or exempt from registration. Copies of our Form ADV Part 2A Firm Brochure and our Form ADV Part 3 Client Relationship Summary are available free of charge at https://adviserinfo.sec.gov/. Our Client Relationship Summary is also available here.

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†Serving Florida’s First Responders since 1999 as the Center for Wealth Planning from 1999-2017, and continuing our commitment henceforth as Atlantic Wealth Partners.