The Atlantic Group At Rockefeller Capital Management

The Atlantic Group At Rockefeller Capital Management company information, Employees & Contact Information

At The Atlantic Group our team takes a planning-based approach when working with our clients. We aim to provide the comprehensive solution our clients need in both understanding their needs, creating plans that are realistic and achievable, and implementing a portfolio strategy that helps enable them to achieve their objectives. Located in Bethesda, MD, and Palm Beach, FL, our team works closely to provide wealth management solutions designed to grow and preserve our clients’ wealth for now and for future generations. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth. Being a part of Rockefeller provides us with the opportunity to offer our clients unparalleled service, access to uncommon investment opportunities, a seamless digital platform, and premier lifestyle advisory partners.
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