Our purpose is to inspire our clients to live personally fulfilling lives and to pursue healthy relationships with family and community.

Welcome to Family Wealth Partners

  • Do you want to take a look at your life goals and progress towards achieving them?
  • Would you like to take a look at your retirement plan & strategy to achieve or maintain it?
  • Want assistance or a second opinion on your current or previous 401k, IRA or Other Investment?
  • Is planning for college cost and how to pay for it something you need to look at?
  • Have you started a new job, thinking about changing jobs and want to talk through the impact of that? 
  • Have Other financial goals ... New house? Mountain or Beach Home? New car? New baby? New business?...

If any of the above questions apply to you then consider meeting wth us to discover how we can help get the financial clarity you need. 

We tell our clients that if it has to do with money, think of FWP, and together we take a look at all the decisions to be made, variables and things you might have missed or not thought of. Then together we discuss & review the options, making sure you have not missed anything and are making the best choices for your situation and circumstances.    

Meet with us for a complimentary consultation to discuss any information you might find helpful & to learn more about how FWP may be a resource to you and your family.

Have Your Own Personal Financial Website

All of our clients have access to their own personal financial website. How much they use it and into what depth depends on them. To learn more about this tool, we encourage you to watch the brief video below and use program to start looking at some of your own personal financial goals. 

Copyright © 2020
Family Wealth Partners
704-782-9064

Investment Advisory Services offered through Family Wealth Partners, a North Carolina Registered Investment Advisor.