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.
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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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DROP | Legislative

Florida Senate Approves Extended DROP Participation for Law Enforcement

Recently, the Florida State Senate approved Senate House Bill 5007, allowing qualified law enforcement personnel to participate in DROP for up to an additional 36 months beyond the previous maximum...

Investments

Mutual Funds vs. ETFs: Which Is Right for Your Portfolio?

The Investment Company Act of 1940 created what is known as Mutual Funds. These funds pool together client capital to invest in companies through stocks and/or bonds. Individual investors own...

Investments | Pension Planning

Will Social Security Be There When You Need It?

On August 31, 2021 Social Security’s trustees issued a somber annual report that warned of the pending depletion of reserves. The current projection is that the trust fund backing retirement...

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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.

All information, statements, and opinions (and/or hyperlinks to third-party websites containing the same) referenced herein have been obtained, derived, and/or provided from sources which we believe to be reliable and accurate. However, we do not warrant or guarantee the timeliness, completeness, or accuracy of any of the same and are not responsible for errors or omissions in materials on third-party websites. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, which clients should be prepared to bear. The information contained herein is for informational purposes only and is not intended as personalized investment advice. You should consult with a financial professional regarding your financial needs and limitations before considering any investment. Advisory services and advisor-client relationship commence only upon the execution of a written investment advisory agreement.

†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.