Beth Weast
Financial Advising
Why pick this one
Beth Weast specializes in wealth strategies and accepts new clients with a minimum investment of $1,000,000.
Best for
- high-net-worth individuals seeking wealth strategies
- women investors looking for tailored financial guidance
Look elsewhere if
- clients with less than $1,000,000 to invest
- those seeking basic financial advising without specialization
Specialties
- Wealth Strategies
- Women Investors
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Estate & Legacy Strategies
- Divorce Finances
Certifications
- CFP®
- CEPA®
- AAMS®
What makes them different
- Accepting new clients with a minimum investment of $1,000,000
- Focus on women investors
- Specializes in divorce finances
- Offers retirement income strategies
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 2115 Southend Drive Suite 102, Charlotte, NC 28203
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- beth.weast@edwardjones.com
Services
- financial advising