atlantic wealth management

Helping you navigate life’s complexities

Our mission is to help you protect your family, enjoy a comfortable retirement and leave a legacy.

we're different

We’re different and because we’re different, we’re not for everyone. But if you want help improving your income or making a significant impact on the quality of your life, then we want to help. Protecting your family, enjoying a comfortable retirement and leaving a legacy are financial dreams many of us want, but ever changing tax laws, complicated investment products and complex legal issues can make your dreams of achieving financial success a real challenge. By coordinating all of your financial affairs, we can put together a comprehensive plan that helps you meet your short and long-term financial goals. We can help make a difference in your life because we take your perspective, understand your needs and help you make an informed decision.

changes

Changes in our personal lives may cause changes in our financial life as well, so even if you have a plan it may need updating. Some of the events that usually require these financial updates include: retirement, purchase of a home, change in marital status, death of a close family member, personal injury/illness, change in employment status, birth or adoption of a child or starting or exiting a family business. You may also have questions about education funding or assisting parents through a life transition. Or you may just wonder if you’ve done everything possible to maximize all you’ve achieved in life. We can work with you to determine the appropriate course of action because we want to help protect you and your family during these challenging times. We believe that it’s not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. You need answers.

Our Services

Financial Planning

Who is looking at the pieces of your financial puzzle to see if you are on track? We can provide an objective, life-impacting view of your current position and project its probability of success. By working in coordination with your accountant, attorney and insurance agent, we can provide you with a comprehensive, holistic plan as well as a team dedicated to its implementation and your success. Our planning process puts the emphasis on you and your needs, not on a prepackaged set of solutions or ideas. We are committed to providing you with the information you need to make timely, informed decisions about your financial future.

Retirement Planning

Planning for your financial future takes careful consideration. A new stage in life, such as retirement, requires a fresh look at your strategy. Return on your investments are not as important as another type of ROI and that is Reliability of Income. Do you have a reliable, tax-efficient stream of income that will enable you to enjoy all the hard-earned fruits of your labor? We can give you the confidence of knowing there is a plan in place to help you reach your goals.

Portfolio Management

We take an objective long term approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. As your needs or situation change, we will be there for you to see you receive regular, timely reviews as well as up-to-date information to assist you in making the best decisions regarding your financial future.

To deliver objective, strategic and prudent advice designed to preserve, grow and transfer your assets – a “total solution” to help meet your financial goals.

Your need for a sound financial plan is our number one priority. We offer you a proactive hands-on approach to meeting your financial challenges. By taking your perspective, understanding your needs and satisfying them in a way that maximizes your security we can help you achieve your financial goals now and in the future. Working closely with you to understand your specific concerns, our team combines years of knowledge and experience with sophisticated support systems to determine the best financial strategy for you and your family and help you arrive in the future with confidence, security and independence

Estate Planning

Are your assets protected from creditors and predators? Will your estate plan resolve or cause family conflicts? Are you self-funding the costs of long-term care? With taxes, inflation, medical costs, longevity, and market fluctuations there is a lot to take into consideration. We can help you plan for the next emergency situation as well as provide a legacy for future generations or your favorite charity.

atlantic wealth management leadership

Michael Flynn, Founder & President

Michael Flynn’s knowledge and expertise is in Estate Planning, Retirement Planning, Business Owner Succession, Wealth Management, and Risk Management. With the ability to funnel top tier case design capabilities and resources into his clients’ financial programs, he can help them decipher a complete and diversified range of financial products and services. Mike specializes in helping individual, family, and small business owner clients set logical expectations to reach achievable and realistic goals.

Clients benefit from his conviction, clear direction, and honest answers. He enjoys working with people who are open to new ideas and looking for guidance from an experienced financial advisor. What sets Mike apart as an advisor is his ability to design and execute a financial game plan that strikes an appropriate balance between risk and return and incorporates strategies that are built to protect clients’ assets.

He is dedicated to building long-standing relationships with his clients based on trust and respect. He knows he plays a key role in his clients’ lives, helping them to take advantage of opportunities to achieve their personal vision of fulfillment. He and his team have a hands-on approach to service with a focus on client satisfaction. His mantra is “serve the client first.”

Contact Us

mike@atlantic-wealth.com

P: 508-687-3005

F: 508-388-6635

70 East Falmouth Highway, Suite 4i

East Falmouth, MA, 02536

Securities offered through Cetera Financial Specialists. Member FINRA/SIPC. Advisory services offered through Patriot Financial Group, an SEC registered investment advisor DBA Atlantic Wealth Management. Cetera is under separate ownership from any other named entity.

CLICK HERE FOR A COPY OF THE PATRIOT FINANCIAL GROUP RELATIONSHIP SUMMARY (FORM CRS.) Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.” This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Cetera Financial Specialists and its representatives do not provide legal advice; therefore it is important to coordinate with your legal advisor regarding your specific situation.