Serving Florida first responders since 1999.†
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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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Estate Planning | Tax Strategy

Qualified Charitable Donations: A “Win-Win” Approach to Reducing Tax Liability on RMDs

Qualified Charitable Distributions (QCDs) are a direct transfer of monies from your IRA custodian as funds payable to a qualified charity. QCDs may be tallied toward meeting your annual required...

Investments

Want To Earn An Extra 3% Annually On Your Investments? It’s Time To Get Help.

A 2016 Vanguard Study estimated that the value an advisor can provide their clients is “about 3%” on an annual basis through a combination of portfolio construction, wealth management and...

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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.