Michael Broderick, Managing Member - Atlantic Planning Group
Atlantic Planning Group, based in Waltham, MA, specializes in comprehensive wealth management for established businesses, multigenerational families, and high-net-worth individuals. With over 30 years of experience, the firm is dedicated to simplifying clients' financial lives while aligning their wealth with their goals and values.
The firm emphasizes strategic planning through collaboration with clients and their trusted advisors to develop integrated financial strategies. Atlantic Planning Group aims to provide clarity, foster trust, and build lasting relationships, ensuring clients can navigate their financial journeys with confidence and peace of mind. Generated from the website