Skip to main content
Atlantic Wealth Management Group logo
menu
  • Home
  • About You
    • What to Expect
    • 2nd Opinion Meetings
    • FAQs
  • About Us
    • Our Team
    • LPL Registered Principal and Founder
    • Licenses and Credentials
  • Services
    • Asset Management
    • Financial Planning
    • Insurance Planning
    • Retirement Planning
    • Estate Planning
  • Client Access
  • Resources
    • Financial Calculators
    • Useful Links
    • Blog
    • LPL Weekly Market Commentary
    • Contact
  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Blog

Atlantic Wealth Management Group | Oct 5, 2023

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More
Atlantic Wealth Management Group | Oct 5, 2023

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Read More
Atlantic Wealth Management Group | Oct 5, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Current page 3

Office

201 Sigma Drive Suite 223
Summerville, SC 29486

P | 843-594-3211
E | lynn.allen@atlanticwealthmgmt.com

 

Links

About Us
Services


Client Center

Your Investments (LPL AccountView)
Your Financial Plan (Right Capital)

Get in Touch

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Atlantic Wealth Management Group, LLC and LPL Financial are separate entities.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

© 2025 Atlantic Wealth Management Group LLC. All rights reserved.