NCI Wealth Management
Investing
Why pick this one
NCI Wealth Management has over 30 years of experience and provides bespoke investment strategies tailored to client needs.
Best for
- holistic financial planning
- investors seeking tailored investment strategies
- clients needing guidance on taxes and wealth management
Look elsewhere if
- looking for low-cost investment options
- needing basic financial advice without comprehensive planning
Specialties
- holistic financial planning
- wealth accumulation strategies
- income planning and distribution
- end-of-life planning
- risk tolerance assessment
Certifications
- CPA
What makes them different
- fiduciary responsibility ensuring clients' best interests
- proprietary risk tolerance assessment tool
- partnership with Simplicity Wealth for comprehensive solutions
- emphasis on educating underserved communities about finances
- commitment to complete transparency in investment strategy
- Years in business
- over 30 years
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 3540 Toringdon Way, Charlotte, NC 28277-0819
- Phone
- +17043139800
- Website
- http://www.nciwealthmanagement.com/
- info@nciwealthmanagement.com
Services
- investment management
- financial planning
- tax optimization
- insurance solutions