Contact Information: Contact: Henry Stimpson Stimpson Communications 508-647-0705 Henry@StimpsonCommunications.com Lydia Cetera Atlantic Capital Management (508) 893-0872, ext. 12 Lcetera@acminc.org
Holliston's Atlantic Capital Management Named "Most Dependable Wealth Manager" in Survey
| Source: Atlantic Capital Management
HOLLISTON, MA--(Marketwire - July 16, 2007) - Atlantic Capital Management Inc. in Holliston
was named as one of The Most Dependable Wealth Managers in the Boston area
by Goldline Research.
Based on its research on 1,100 local wealth managers, Goldline named just
eight as "most dependable" based on stringent criteria: comprehensive
wealth-management and financial-planning services, no unresolved grievances
or lawsuits, advanced professional certifications, excellent client
references and at least 10 years' experience. The honorees had the highest
scores.
Headed by William C. Newell, Atlantic Capital Management provides
investment-management and strategic financial-planning services from its
office at 851 Washington St.
"We can provide objective financial advice since we're fee-based instead of
relying on sales commissions," Newell said. "My staff and I work hard to
serve our clients, and it's gratifying to have an unbiased source recognize
us."
He also received the America's Best Financial Planners Award from the
Consumers Research Council of America in 2006.
Newell holds the Certified Financial Planner (CFP®), Personal Financial
Planner (PFP), Certified Divorce Planner (CDFA) and Graduate Estate
Planning Consultant (GEPC®) designations. He holds a B.A. in economics,
finance and accounting from the University of California, Santa Barbara.
He's written on financial planning and investing for various local
newspapers, professional journals, Boston Business Journal and Physician's
Money Digest, and has been quoted in The Wall Street Journal, The Boston
Globe, USA Today, Kiplinger's, The New York Times and other major outlets.
A resident of Hopkinton, Newell is active in community and professional
organizations.
Atlantic Capital Management provides wealth-management services to
individuals, trusts and fiduciaries seeking to minimize risk and maximize
returns through strategic financial planning and prudent investment
management. Its multi-disciplinary approach facilitates the creation,
preservation and transfer of its clients' wealth. Securities offered
through Linsco/Private Ledger, member NASD/SIPC. On the Web:
www.atlanticcapitalmanagement.com.
Goldline Research specializes in investigating the credibility and
performance of companies in a variety of professional services industries
for selective inclusion in its The Most Dependable™ lists. Goldline
works closely with leading professionals in targeted professional services
industries to develop industry-specific evaluation criteria for each
industry that it evaluates.