Serving Florida first responders since 1999.†
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Privacy Policy

Atlantic Wealth Partners, LLC (“AWP,” “firm,” “we,” “us,” and “our”) is an investment advisory firm committed to safeguarding the confidential information of its clients (“client,” “you,” and “your”). We collect your non-public personal information to open and administer your accounts and provide you with accurate and pertinent advice. We hold all non-public personal information you provide to us in the strictest confidence. We are prohibited by law from changing this policy without advising you first.

Information Usage and Sharing

We do not use your non-public personal information for general marketing purposes, and we have no expectation of doing so in the future, either directly or through a third-party marketing relationship.

We will seek your permission before sharing your personal information with most non-affiliated third parties. However, this does not apply to sharing information with affiliated and non-affiliated third parties in connection with maintaining or servicing your account, or administering transactions requested or authorized by you.

You may direct us not to make disclosures (other than those required by law) regarding non-public personal information to any financial marketing partners, should we maintain any. If we ever establish such relationships, we will first present you with an opt-out opportunity.

You also have the right to opt out of having your information shared with affiliates of AWP. If you wish to opt-out of disclosures to third parties, please contact us at (561) 632-0566.

Collection of Personal Information

AWP collects personal information about you from the following sources:

  • Applications, questionnaires, or other forms and our discussions with you

  • Discussions with non-affiliated third parties

  • Information about your transactions with us or others

  • Account statements, tax returns, estate planning documents, and other materials you share with us

How AWP Uses Your Personal Information

AWP uses your personal information only in the following manner:

  • We do not sell your personal information to anyone.

  • We limit employee access to your information to those who have a business or professional reason for knowing it, and we share information with non-affiliated parties only as permitted by law (e.g., sharing limited information with a brokerage firm to execute securities transactions, discussing your financial situation with your accountant or lawyer, or sending important scheduling updates via SMS).

  • We will provide advance notice of any changes in our information-sharing practices, and if a change is inconsistent with this policy, you will have the opportunity to opt out before any new disclosures are made.

  • We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.

  • For non-affiliated third parties requiring access to your personal information (such as financial service companies, consultants, and auditors), we require strict confidentiality in our agreements with them and expect them to keep your information private.

  • Federal and state regulators may review firm records as permitted by law.

  • We do not provide any of your information to mailing list vendors or solicitors for any purpose and will not do so without your permission.

SMS Data Sharing and Opt-Out

Text message opt-in data and consent are not shared with any third parties (including subsidiaries and affiliates). This information is used solely for delivering important scheduling updates, appointment reminders, and account notifications.

If you wish to opt out of receiving future communications via SMS, you can reply “STOP” to any text message. Once you reply STOP, you will no longer receive SMS messages from us. You may also contact us at (561) 632-0566 to request to opt out.

Text message opt-in data and consent are not shared with any third parties (including subsidiaries and affiliates). Those who opt-in to receiving SMS communications from AWP will receive text messages for the following purposes:

  • Responding to your request for more information about the firm.

  • Scheduling calls or meetings.

  • Delivering free resources you have requested.

  • Sharing updates, news, and announcements about the firm, including details on upcoming events.

If you wish to opt out of receiving future communications via SMS, you can reply “STOP” to any text message. Once you reply STOP, we will send a confirmation message, and you will no longer receive SMS messages from us. You may also contact us at (561) 632-0566 to request to opt out. View our full SMS Terms and Conditions here.

Record Retention

Personally identifiable information about you will be maintained during the time you are a client, and for the required time thereafter as dictated by federal and state securities laws. After this required period of record retention, all such information may be destroyed.

Contact Us

For questions regarding this policy or any aspect of how we handle your personal information, please contact us at (561) 632-0566 or use our contact form at www.atlanticwp.com/contact.

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© 2025 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.