OUR COMPANY

Registered Investment Advisor offering Wealth Management, Financial Planning and Investment Management Services

We’re a registered investment advisor providing fee-based wealth management services to individuals, trusts and fiduciaries through Linsco/Private Ledger. We are a conservative firm specializing in the creation, preservation and transfer of wealth. We seek to minimize investment risk and maximize returns through strategic financial planning, prudent portfolio design, skillful security selection and comprehensive account administration. We have a full range of services and resources to help you organize, plan and execute your financial strategy so you can meet your goals.

Atlantic Capital Management’s primary objective is to build financial security for individuals, trusts and fiduciaries. Our priority is the privacy, protection and performance of our clients’ assets – all this with the highest-quality services, advice, investment planning and management – with non-negotiable integrity.