Family Wealth Partners
Financial Advising
Why pick this one
Family Wealth Partners offers fiduciary financial advising and has been operating since 1997 in Concord and Charlotte.
Best for
- clients seeking personalized financial planning
- families planning for college expenses
- individuals looking for retirement strategies
Look elsewhere if
- looking for low-cost investment options
- clients only interested in quick stock tips
Specialties
- financial planning
- investment planning
- college planning
Certifications
- North Carolina Registered Investment Advisor
What makes them different
- fiduciary firm that prioritizes clients' best interests
- values-based financial planning
- complimentary initial consultations
- personalized financial website for each client
- Years in business
- 26
- Serves
- Charlotte, Concord
Distilled from this business's own website.
Contact & Location
- Address
- 1028 Lee-Ann Dr NE, Concord, NC 28025-0034
- Phone
- +17047829064
- Website
- http://www.fwpconcord.com/
Services
- financial advising
- investment advisory services