Your future. Your goals. Advice for the life you lead

Atlantic Wealth Management Group Eric L. Fox, James Kitz, Barry Pollara, Neal Smith, Elvera F. Cecil, Lisa A. Romano

Atlantic Wealth Management Group


phone

757-624-3373



phone

855-227-6031



address

Wells Fargo Center
440 Monticello Avenue
Norfolk, VA 23510



In today’s economy, good financial advice is critical. That’s why it’s important to work with a team of dedicated Financial Advisors committed to listening to you, understanding your concerns and helping you make sure all aspects of your financial life are aligned. We strive to provide advice tailored to your individual circumstances and all you’d like your wealth to achieve.

Talk to us about how we can help you embrace your financial future with confidence.

“The more we know about you the better we can help you determine the best path for pursuing your goals. Understanding your life, and priorities will help us make the right recommendations for you.”

Do I really need a financial plan?

A plan can turn overwhelming obstacles into manageable objectives. Our approach starts with an important conversation about your priorities and your personal definition of financial security. This information helps us design a roadmap that looks beyond investing to pursue your goals across each area of your financial life. It helps us anticipate potential issues—before they become problems that can derail our strategy.

Can we provide a better life for our children?

Financing college tuition can be a challenge, but given these escalating costs, you shouldn’t have to choose between your children’s future and other priorities. We can help you meet your funding goals by starting early— the key to building up the financial reserves you’ll need to give your children the jump start in life they deserve.

Setting a new course during periods of life change

Life often presents new opportunities during periods of change. But decision making can be difficult when you’re in the thick of it all. We are experienced wealth managers who do our best work guiding our clients through all stages of life’s major transitions. Whether you’re newly single, taking in your parents or recovering from loss, our advice can help you move forward with clearer perspective and a customized plan of action.

Living comfortably in retirement

You could be retired for 30 years. How can you make your retirement funds last? Which accounts should you tap first? The longer you spend in retirement, the greater the impact these decisions can have on your lifestyle. We’ll work together to help ensure you’re financially prepared to live comfortably.



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