4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Experience Matters

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...