We do what
others cannot.

Creatively | Exceeding Expectation | The
way we manage our own

Your Atlantic Wealth Partners team has extensive experience in multigenerational wealth counsel. We’re here to assist you throughout all stages of life with non-traditional, creative income and estate tax minimization and dynamic investment risk management strategies. We bring a comprehensive, proactive approach to every engagement.

Meet Your Partners

Steve Olson, CFP®, AEP®

CEO | Atlantic Wealth Partners

Advisor to Hyper-Wealth Families ($50 Million+), Tech Entrepreneurs, Athletes & Real Estate Investors/Developers • Asset Protection & Tax Minimization Expert • Investor • Athlete • Wealthtech Disruptor

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Tad Sacheck, AAMS®

Director of Operations | Family Wealth Advisor

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Gregg Brant, CFP®, APMA®, MBA

Family Wealth Advisor

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Matthew Oliver, CPA

AWP Tax Planning, LLC

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Kaelin Quick

Private Client Associate

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