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).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $583,684
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NJ, TX

Financial Advisors at Atlantic Retirement & Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Patrick J. Sheppard
CRD#: 1779929
1600 Boston-providence Highway, Walpole, MA 02081
93
Wealthminder
score

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.

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