Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

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Regardless of how you approach retirement, there are some things about it that might surprise you.

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...