Atlantic Asset Advisors

Our Mission Statement:

To inspire our clients to take a proactive approach to true wealth management through experiencing a real relationship with a financial firm; whereby they receive a personalized approach, unbiased counsel and exceptional customer service.

A qualified financial planner helps with retirement worries.

A Proven Approach

Utilizing a combination of advanced insurance planning, strategic tax elimination and investment options, we focus on developing unique retirement solutions, that will offer growth, while providing guaranteed safety in preservation of wealth and capital for our clients.

Sail easy with retirement plan, investing, and an estate plan.

Why Us?

Karl Wolf is a Certified Financial Fiduciary, and John Eikanger is an Investment Advisor Representative (IAR). Our team of professionals are appropriately licensed with extensive experience and knowledge in the solutions they offer, as well as the expertise to utilize and maximize benefits and protection for our clients.

Contact Us

It is never too early to get started on your retirement planning. Tell us more about your goals, and we will get you started on a financial plan to achieve them.

Atlantic Asset Advisors

Sunshine Professional Center 9220 Bonita Beach Rd #108 Bonita Springs, FL 34135

(239) 908-4030

Hours

Monday through Friday: 8:30am - 5pm

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Atlantic Asset Advisors and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Atlantic Asset Advisors are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

Specializing in Wealth Preservation & Tax Planning

Our Mission Statement:

A Proven Approach

Why Us?

Contact Us

Atlantic Asset Advisors

Hours

Leave a message

Our Partners

Specializing in Wealth Preservation & Tax Planning

Our Mission Statement:

A Proven Approach

Why Us?

Contact Us

Atlantic Asset Advisors

Hours

Leave a message

Our Partners

Cookie Policy