Family Wealth Partners
Why pick this one
Family Wealth Partners has been providing values-based financial planning and coaching since 2003, helping clients align their financial decisions with personal goals.
Best for
- business owners needing financial clarity
- corporate executives seeking streamlined planning
- high-income families valuing financial transparency
Look elsewhere if
- clients seeking low-cost financial services
- individuals uncomfortable with faith-integrated financial planning
Specialties
- values-based financial planning
- investment coaching
- stewardship coaching
Certifications
- CERTIFIED FINANCIAL PLANNER™
- Certified Kingdom Advisor®
What makes them different
- values-based financial planning focused on personal beliefs
- evidence-driven investment coaching
- integrated financial dashboard for clients
- stewardship coaching to manage resources wisely
- team of financial professionals with decades of experience
- Years in business
- 20
- Serves
- Charlotte, Matthews
Distilled from this business's own website.
Contact & Location
- Address
- 2518 Plantation Center Dr, Matthews, NC 28105
- Phone
- 7043210152
- Website
- http://www.fwpnc.com/
- user@domain.com
Services
- financial planning
- wealth coaching