SOURCE: Atlantic Capital Management

July 16, 2007 10:09 ET

Holliston's Atlantic Capital Management Named "Most Dependable Wealth Manager" in Survey

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:

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.

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