Our Vision

Client Service

Atlantic Capital Management, Inc. is an exclusive wealth management firm that delivers comprehensive, personalized financial management solutions tailored to meet each client’s goals and objectives by developing strategic financial plans and providing ongoing investment management. We are committed to providing our clients with objective financial counsel. We are committed to the long-term financial planning process, sensitive to our clients’ needs and dedicated to their satisfaction. Our analysis is guided by our client’s goals and objectives. Our recommendations are based on sound economics and thorough research. We maintain full market access to a wide selection of high quality, non-proprietary financial products designed to improve our clients’ financial condition.
Our priority is the privacy, protection and performance of our client’s assets.

Our Employees

Our employees are fair, honest, courteous and professional. We are committed to the recruitment and development of the best individuals in our industry. We provide our people opportunities to grow with the success of the company. We maintain an open-door policy at all levels encouraging the flow of communication and the exchange of ideas. We encourage continuing professional education and recognize the importance of each individual and his or her active role in the success of the entire company. We expect that our employees will be known for their character, commitment and competence.

We are first and foremost a family - a team.

Our Workplace

Atlantic Capital Management, Inc. will provide a meeting place for our clients which is artistically esthetic and a work environment for our employees which promotes their personal and professional success through state of the art technology and clearly defined systems and procedures.

Our Firm and Industry

Atlantic Capital Management, Inc. will operate on a sound financial basis of profitable growth and will increase assets under management by growing client portfolio values and acquiring new client assets. We are committed to being a leader in the wealth management business through our integrity, innovation, client satisfaction and financial strength. We respect our financial affiliates and other related industries, who, in mutually profitable relationships contribute greatly to our success.

Atlantic Capital Management is a “model of excellence” in planning, product and results attained. This is the Atlantic Capital Management way!