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Atlantic Wealth Partners, LLC Overview
Type
Multi Family Office
Year Founded
2017
General Information
Atlantic Wealth Partners, LLC is a multi-family office headquartered in Jupiter. Founded in 1999, the firm traces its roots to founder Steve Olson’s advisory practice serving Florida first responders and other high-net-worth families. It offers integrated investment management, financial planning, estate and tax advisory, and family office services, leveraging a fiduciary approach to protect and grow client wealth across generations.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
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