Serving Florida first responders since 1999.†
Get a Free Retirement Assessment
Free Assessment

Insights Blog

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

Featured Insights

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
Asset Protection
Qualified Immunity: Are You Sure Your Assets are Protected?

Browse By Topic

Healthcare | Insurance

Long-Term Care Insurance: What Coverage is Best for Your Future?

The stats are sobering: 52% of people turning 65 will need some type of long-term care services during the remainder of their lifetimes and just 11% percent of the population...

Insurance | Tax Strategy

Variable Annuities: Are They Worth It?

As you approach retirement, you might be asking yourself, “Should I put my retirement assets in an annuity?” There are three main types of annuities: variable, fixed-indexed, and fixed. In...

Financial Planning | Retirement Programs & Plans

Is Your Financial Advisor Doing the Right Thing?

Financial Advisor, Investment Advisor, Broker, “my guy” – these are all terms that seem to be used interchangeably when talking to clients. While they might all seem to be the...

Asset Protection

Qualified Immunity: Are You Sure Your Assets are Protected?

As the year 2020 comes towards an end we are fielding more questions surrounding asset protection for sworn officers if qualified immunity is lost. There are many layers to asset...

Explore our extensive library of free financial planning resources.
  • Downloadable Tools & Guides
  • Retirement Program Guides
  • Goal-Based Guides
Browse Resources

Get a free retirement assessment.

See where you stand to make informed decisions about your future.

Start Here
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.

Join our free newsletter.
Stay ahead of the curve with our latest insights, market updates, legislative news, announcements about upcoming workshops and events, and free resources.
Your information will never be shared with a third party.

By submitting this form, you agree to receive emails from Atlantic Wealth Partners, LLC. You can unsubscribe from these emails at any time by using the link at the bottom of every email.

Resources

Services

about

INSIGHTS

CLIENTS

Connect

Text Us: (561) 632-0566
Linkedin

JUPITER OFFICE

PBC PBA OFFICE

© 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.