Cardinal Legacy Wealth Advisors
Financial Advising
Why pick this one
Cardinal Legacy Wealth Advisors specializes in multigenerational wealth planning and has been in business for 25 years.
Best for
- affluent families looking for long-term wealth management
- clients prioritizing estate planning and education for future generations
Look elsewhere if
- seeking low-cost, budget financial advice
- looking for quick, one-time consultations
Specialties
- multigenerational wealth planning
- estate planning
- retirement planning
Certifications
- Certified Financial Planner
What makes them different
- Recognized by Forbes as one of the Best-In-State Wealth Management Teams in 2026
- Focus on educating clients and their heirs about financial stewardship
- A client-centric approach with tailored strategies for individual needs
- Years in business
- 25
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6101 Carnegie Blvd, Suite 200, Charlotte, NC 28209
- Phone
- +19807105615
- Website
- https://www.cardinallegacywealth.com/
- CardinalLegacyWealth@lplfinancial.com
Services
- wealth management
- financial advising
- investment management
- tax strategy
- charitable giving