Wealth Management

We offer:

Advanced Planning, using wealth transfer and protection strategies along with charitable planning solutions.
Investment Consulting
Retirement Planning, income needs analysis, accumulation strategies, long term care needs analysis and understanding social security.
Relationship Management, we work with your CPA, Attorney, and medicare specialist.

Atlantic Wealth Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most comprehensive and personal service available, thus pursuing a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and confidence.

Featured Team Member

Walter Watson, CEP®

Walter J. Watson Jr is president and founder of Atlantic Wealth Group, LLC. Walter has over 19 years of experience as a financial advisor. He formed Atlantic Wealth Group in 2009 after spending nine years with the former First...

Vishal Gaur, ChFC

Vishal Gaur, Vice President, currently holds Pennsylvania insurance licenses, and the series 7 and 66 securities registrations with LPL Financial. Vishal Gaur, ChFC, has over sixteen years of experience recommending appropriate...