Advanced Wealth Strategies
Financial Advising
Why pick this one
Advanced Wealth Strategies specializes in tax-advantaged income planning and has been in business for 11 years, serving multiple states.
Best for
- individuals and families planning for retirement
- clients seeking tax-optimized investment management
- real estate investors requiring 1031 exchange services
Look elsewhere if
- short-term investment strategies
- those looking for a budget services platform
Specialties
- retirement planning
- tax-advantaged strategies
- 1031 exchanges
- estate planning
Certifications
- Certified Estate Planner
What makes them different
- focuses on holistic financial wealth
- offers no-obligation second opinion appointments
- provides virtual meetings across multiple states
- serves individuals, families, and businesses
- fiduciary obligation to act in clients' best interests
- Years in business
- 11
- Serves
- Cornelius, Charlotte, Lake Norman
Distilled from this business's own website.
Contact & Location
- Address
- 19520 W Catawba Ave, Cornelius, NC 28031-3707
- Phone
- +17047653653
- Website
- http://www.PlanWithAWS.com/
- info@planwithaws.com
Services
- wealth management
- tax planning
- asset protection
- investment management