Mark Wagner has continually met our demands and has exceeded our expectations. I would highly recomend him to anyone that may have a need or interest in forming a family trust through his alliance program with local attorneys and CPAs to assist in legal or tax advice

-Robert B.

My mother was concerned that my brother, who was disabled, would not be eligible to be a beneficiary of her trust. Mark was able to set up her trust to provide for him after her death, giving my mom peace of mind.



Conscientious of tax implications of moving investments


I have asked American Atlantic, LLC to help provide the service that you expected when you obtained your estate plan. I stand behind that service to my clients.

-E.B. Attorney at Law


We have worked with Mark Wagner, agent and notary. His continued support and service has been a great comfort in staisfying the death claim settlement and making sure that my mom had an icome stream for the rest of her life.

-Mr. Burfield