YellowWood Wealth Solutions
Bank Credit Union
Why pick this one
YellowWood Wealth Solutions has been an independent fiduciary since 2018, providing comprehensive financial planning tailored to individual goals.
Best for
- clients seeking customized financial solutions
- individuals focused on long-term planning
- clients desiring a holistic wealth management approach
Look elsewhere if
- looking for low-cost, basic investment services
- needing a large firm with more standard solutions
Specialties
- comprehensive financial planning
- investment management
- risk management
- tax planning
- estate planning
Certifications
- CFP®
- CPWA®
- CIMA®
- RMA®
- CEPA®
What makes them different
- independent fiduciary legally bound to put clients' interests first
- customized financial roadmaps for unique goals
- experienced team with over 60 years combined
- Holistic approach integrating investment and financial planning
- Years in business
- 5
Distilled from this business's own website.
Contact & Location
- Address
- 1523 Elizabeth Ave Ste 210, Charlotte, NC 28204
- Phone
- 7049096285
- Website
- https://www.yellowwoodwealth.com/
- info@yellowwoodwealth.com
Services
- financial advising
- investment services
- wealth management