4Point Wealth Management
Financial Advising
Why pick this one
They provide personalized wealth management solutions and have been recognized as a 2024 Forbes Best-in-State Top Wealth Management Team.
Best for
- individuals seeking retirement income planning
- families needing legacy strategies
Look elsewhere if
- those looking for budget financial advising
- clients preferring strictly product-based services
Specialties
- retirement income planning
- legacy strategies
Certifications
- Forbes Best-in-State Top Women Wealth Advisors
- CPWA
- CIMA
- CFP
- RICP
- CLU
- CRPC
- AWMA
What makes them different
- independent financial services firm
- personalized wealth management solutions
- focus on long-term stability and growth
- deep understanding of unique client financial journeys
- Serves
- Davidson, Lake Norman
Distilled from this business's own website.
Contact & Location
- Address
- 559 Davidson Gateway Dr, Davidson, NC 28036-7033
- Phone
- +17047651688
- Website
- http://www.4pointwm.com/
- info@4pointwm.com
Services
- wealth management
- financial advising