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
- Need guidance or a second opinion on a current or former 401(k), IRA, or other investment account?
- Interested in reviewing your life goals and tracking your progress toward achieving them?
- Looking to create or revisit a retirement plan and strategy to help reach or maintain your ideal lifestyle?
- Is college planning on your radar, and are you wondering how best to prepare for the cost?
- Starting a new job—or considering a change—and want to understand the financial implications?
- Thinking about other financial goals or milestones, such as buying a new home, vacation property, car, starting a family, or launching a business?
If any of the questions above resonate with you, it may be worth scheduling a meeting to explore how we can provide financial clarity.
We tell our clients that if it has to do with money, think of FWP. Our outside perspective can bring light to variables that might have been missed or not thought of. Then together we will discuss and review the options, potential outcomes and your confidence in 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
Each of our clients receives access to a personalized financial website. How often you use it—and how deeply you explore its features—is entirely up to you. To learn more about this powerful tool, we invite you to watch the short video below and begin using the platform to start mapping out your own financial goals.
Copyright © 2023
Family Wealth Partners
704-782-9064
Investment Advisory Services offered through Family Wealth Partners, a North Carolina Registered Investment Advisor.