Atlantic Wealth Partners, LLC

Tad Sacheck is a financial advisor with Atlantic Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at several firms including Raymond James Financial Services and Motiv8 Advisors. He is also involved with Prudent Insurance, LLC as a life, health, and variable annuity agent. Atlantic Wealth Partners, LLC provides comprehensive wealth management and financial planning services primarily for individual and high-net-worth clients, as well as trusts, estates, retirement plans, and businesses. The firm employs a strategic asset allocation approach complemented by tactical adjustments and third-party asset managers, offering discretionary private wealth management and ongoing financial planning.

Dylan Walker is a financial advisor at Atlantic Wealth Partners, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, and Merrill Lynch. Atlantic Wealth Partners provides wealth management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, retirement plans, and businesses. The firm emphasizes strategic asset allocation combined with tactical adjustments and uses third-party asset managers, offering ongoing account monitoring and coordination with clients’ tax and legal advisors.

Anthony Vernale is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Atlantic Wealth Partners, LLC since 2021. Prior to joining Atlantic Wealth Partners, he spent ten years at Highbridge Capital Management, LLC. Atlantic Wealth Partners, LLC provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, retirement plans, and businesses. The firm’s investment approach combines strategic asset allocation with tactical adjustments and third-party asset managers, offering a range of investment vehicles including private real estate funds managed by affiliated entities.

Stephen Olson is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Atlantic Wealth Partners, LLC. He has held leadership roles in multiple related entities, including founding and acting as CEO of a fintech startup, Monstro, Inc. Olson also holds an active personal real estate license and is involved in managing real estate investment portfolios. Atlantic Wealth Partners provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, offering discretionary private wealth management, ongoing financial planning, and pension consulting. The firm’s investment approach includes strategic asset allocation with tactical adjustments, the use of third-party asset managers, and management of affiliated private real estate funds.