Investment management
Strategic and tactical investment management with regular reports.
Atlantic Edge Private Wealth Management, LLC
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About Atlantic Edge Private Wealth Management, LLC
Based in Jacksonville, Atlantic Edge Private Wealth Management is a fee-only wealth management firm serving clients nationally. Its services include strategic and tactical investment management, with regular portfolio communications and performance reports. The firm also provides goal-oriented financial planning, coordinating investment strategies with clients' personal goals and financial lives. Its family-office-style service includes coordinating communications and decisions among clients, their CPAs, and estate planning attorneys. The team works with families and high-net-worth clients, and describes its approach as serving under a fiduciary oath. It also offers a detailed second-opinion analysis of a client's portfolio. The firm is located at 200 W. Forsyth St., Suite 1020, in Jacksonville, Florida.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Financial planning
Planning connects investment strategies with clients' goals.
Family-office service
Coordinates financial decisions with CPAs and estate attorneys.
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