What We Do
STRATEGIC FINANCIAL PLANNING
Our goal is to help our clients reach and maintain financial independence
INVESTMENT MANAGEMENT
Our goal is to minimize risk and maximize return for our clients
FINANCIAL MANAGEMENT
Our goal is to educate clients on how to make the most of their limited resources
INTEGRATED MULTI-DISCIPLINARY SUPPORT
Our goal is to collaborate with other professionals to create optimal financial solutions
Who We Are
Main Street Values with Wall Street Access
For 30 years, we have been providing personalized wealth management services. Our integrated multi-disciplinary approach to wealth management encompasses all aspects of our clients’ financial lives. Not only do we take the time to get to know our clients, we work closely with our clients’ other trusted advisors to ensure all of their financial affairs are given the proper attention.
The team you will encounter at the Holliston office is just the “tip of the iceberg.” At Atlantic Capital Management, Inc., each one-on-one consultation in our comfortably-appointed office is supported by a “dream team” of partners and service providers ranging from nationally-recognized financial clearinghouses and regulatory compliance attorneys to custodial and research firms. The service and attention of our home office staff is tailored to meet the specific needs of each one of our clients, proving once again that bigger is not always better.
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Brokers and/or Brokerage firms may be reviewed utilizing FINRA's BrokerCheck
Bill Newell, CFP®
President and Senior Financial Advisor
Bill Newell has over 30 years of experience as a financial advisor helping clients achieve and maintain financial independence. As Senior Financial Advisor, Bill helps clients organize, plan and prioritize with elegant planning solutions, which facilitate goals and help clients achieve their dreams. As Chief Investment Officer, Bill provides investment planning, portfolio design and security selection. Guided by independent economic and market research, his disciplined approach to investing is based on proven, long term investment principals, which seek to minimize risk and maximize return for our clients. Bill has a degree in Business Economics from the University of California, Santa Barbara, a professional designation in Personal Financial Planning from UCLA and is a Certified Financial Planner.Objective Financial Counsel is never an accident: it is always the result of high intention, sincere effort, intelligent direction and skillful execution. It represents the wise choice over many alternatives. - Bill Newell
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Brokers and/or Brokerage firms may be reviewed utilizing FINRA's BrokerCheck
Chris Tobey, CFP
Operations Manager
Chris has over 16 years of experience in the Financial Services Industry. Overseeing the firm s financial clearing, account administration and information technology, Chris strives to deliver transparency and accountability to our clients with simple and concise reporting. His friendly straight forward manner is evident in his willingness to assist clients with any questions they might have regarding accounts, reports or money transfers. As junior advisor, Chris prepares analysis for client plans and reviews, working out unique solutions for our clients more complex inquiries and informing them of their financial progress. Chris received his undergraduate degree from Providence College, his MBA from Babson College and has been the Operations Manager at ACM for the past 14 years. -
Brokers and/or Brokerage firms may be reviewed utilizing FINRA's BrokerCheck
Sue Arsenault,
Office Manager
As the Office Manager, Sue brings 30 years of administrative experience and is involved in every aspect of client activity. This includes coordinating and scheduling client appointments, planning review activity, and ensuring client satisfaction. Her professional demeanor and organizational abilities ensure our clients receive the highest standard of care and service. In charge of all day-to-day office administrative procedures, Sue keeps the office operating smoothly, efficiently and productively so that our clients are kept on track with pertinent and timely information. Additionally, she keeps our regulatory house in order ensuring that that our practices and procedures are compliant with Securities and Exchange Commission regulations. Sue has earned the Financial Paraplanner Qualified Professional designation and is a Certified Graduate of the Katharine Gibbs Secretarial School and has been at ACM for over 6 years.
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