About My Practice
We are a registered investment advisor providing fee based wealth management services to individuals, trusts and fiduciaries. We are a conservative firm, specializing in the creation, preservation and transfer of wealth. We seek to minimize risk and maximize returns through strategic financial planning and prudent investment management.
Strategic Financial Planning: We strongly believe you need to have a comprehensive plan in place before investing your money to achieve your goals. Our clearly defined strategic financial planning process enables us to work with you to create a customized financial strategy. We partner with you over the long term, adjusting and refining tactically to ensure you meet the demands of life's changing circumstances.
Investment Management: Once a financial strategy has been formulated and agreed upon, we establish prudent investment management guidelines. Risk management runs throughout our investment process from defining strategy and selecting investments to monitoring the progress of portfolios. Our investment management process utilizes a "Top Down" approach, with advanced technology to deliver innovative, high quality investment solutions that are designed to meet your investment needs and expectations. Backed by world class technical and fundamental research, our active investment approach is designed to help you achieve financial independence.
Bill founded Atlantic Capital Management, Inc. in 1987 and has been a practicing financial advisor for over 25 years.
Nominated for 2013 5 Star Wealth Manager Award - Boston Magazine
2011 and 2012 - America's Top Financial Planners - Consumer Research Council
2011 - Wealth Managers Who Scored Highest In Overall Satisfaction - Boston Magazine
2007 - Most Dependable Wealth Managers - Goldline Research
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Purshe Kaplan Sterling Investments
Considerations: Investment management fees are approximately 1% and may be higher or lower depending on investment account size. At the end of our initial consultation we will provide prospective clients with a fee estimate.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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