What We Do - AWP

Serving Florida first responders since 1999.^†

WHAT WE DO

Comprehensive Financial Advisory for First Responders

AWP provides personalized financial planning and wealth management for Florida first responders. We know DROP, FRS Pension Plan and Investment Plan, and 457(b) programs inside-and-out, and have deep understanding the unique considerations for financial planning and asset management within these frameworks.

Retirement Planning

Give yourself peace of mind with a well-defined horizon. AWP’s retirement planning services help you build a secure and comfortable future by creating personalized strategies tailored to your needs.

Tax Strategy

Protect your assets and keep more of what you earn. Our tax strategy services are designed to optimize your financial situation by minimizing liabilities and maximizing savings.

Growth-Focused Investment Management

AWP’s growth-focused investment management aims to enhance your portfolio’s performance through strategic asset allocation and proactive management.

Retirement Income Investment Management

Our retirement income investment management services focus on generating a steady and reliable income stream for your post-retirement years.

Not sure where to start?

Our free Retirement Assessment is designed to point you in the right direction.

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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.