Investment Planning with Family Wealth Partners
  • Most people are not aware of the Stock Picking & Market Timing occurring inside their investments, and the mindset we are lead to believe that those activities add value.... the do not. 
  • In many cases, they add risk, are harmful, and result in underperformance regardless if they are done by oneself on their own, an adviser or mangers inside what they own (This is where it is most common).
  • Instead ... You can still invest in the stock market by utilized Index or Market Based Funds, while at the same time, eliminating the Stock Picking and Market Timing by the mangers inside your products or other advisers... or what we like to call it the "speculating and gambling by others with your money".

You work hard to accumulate what you have, so start today and focus on what matters most inside your 401k, IRA, and Other Accounts.

Regardless of the amount of trust you have with any Adviser it is still up to you to know the right questions, what to ask, what to look for and to understand what it is you are up against.

At Family Wealth Partners:

  • We focus on proper diversification and asset allocation to enhance the probability of success.
  • We eliminate the stock picking & marketing timing “active management” and do not allow other people to speculate and gamble with your money.
  • We employ the services of asset class or structured funds to focus on diversifying prudently & capturing market returns which historically delivers better returns than the commonly used actively managed products.

What is a Portfolio MRI & Why You Should Have One Done.

To answer any questions you might have & discuss the next steps to having a personalized Portfolio MRI on your IRA, 401k, or Other Investments... set a day & time to meet with us --->

Complimentary Investors' Guide

Family Wealth Partners believes how you invest matters.  The content in the publication does a great job revealing why.

In this Guide: 

  • A Letter From the Author
  • The Investor's Dilemma
  • Q & A with Mark Matson, CEO of Matson Money
  • 3 Simple Strategies For Investing Success
  • 20 Must-Answered Questions

Complete the form below to get an instant download link of The Investor Awareness Guide.

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Family Wealth Partners
704-782-9064

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