Atlantic Retirement & Wealth Advisors LLC
Atlantic Retirement & Wealth Advisors LLC (CRD# 281680) is a financial advisory firm headquartered in Walpole, MA. They manage $14,008,411 in 24 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts24ACCOUNTS
Average Account Value$583,684
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MA, NJ, TX
Patrick Sheppard (CRD# 1779929) is an Investment Advisor Representative working at Atlantic Retirement & Wealth Advisors LLC in Walpole, MA and has over 8 years of experience in the finance industry.