Atlantic Coast Wealth Management, LLC. was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, building a better financial future for our clients centered around their unique financial circumstances. We strive to help create financial confidence and independence for each of our clients and their families.
As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.
As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.
Services
Richard J Schrum, CFP has over 15 years of insights and knowledge successfully managing client portfolios and navigating the ever changing markets. As an independent Financial Advisor, he can leverage his knowledge of various financial companies and products to help you find the strategies that will help you pursue your unique financial goals.
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the Atlantic Coast Wealth Management experience and expertise, but with the added convenience and transparency of an automated investing solution.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
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