At The Atlantic Group our team takes a planning-based approach when working with our clients. We aim to provide the comprehensive solution our clients need in both understanding their needs, creating plans that are realistic and achievable, and implementing a portfolio strategy that helps enable them to achieve their objectives.
Located in Bethesda, MD, and Palm Beach, FL, our team works closely to provide wealth management solutions designed to grow and preserve our clients’ wealth for now and for future generations. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.
Being a part of Rockefeller provides us with the opportunity to offer our clients unparalleled service, access to uncommon investment opportunities, a seamless digital platform, and premier lifestyle advisory partners.
THE ATLANTIC GROUP
Palm Beach, FL 33410
2 Bethesda Metro Center
Bethesda, MD 20814
“The Rockefeller difference is the people you choose to be with: clients, advisors, employers – their quality of character, domain expertise, competence, and level of intellect and authenticity.”
Jack Ryan, Chief Operating Officer
At The Atlantic Group our team builds client relationships based on trust and transparency. We take time to curate wealth management solutions that are customized, flexible, and built specifically to our clients’ individual needs and objectives.
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