Family Wealth Partners

Description

• If you have a 401k, IRA, Mutual Funds, Stocks or Other - what we do is for you. We also believe everyone needs competent advice, and make it accessible by requiring no minimum investment or net worth to work with us. What We Do: - Prudent Diversification and Asset Allocation Solution - Investor Education Series - Investor Coaching - Investment Policy Statement - Portfolio MRI and AnalysisOne of our driving motivators is to save people from the misguided advice perpetuated by the Financial Media, Wall Street, the Mutual Fund Industry and sometimes even other Advisors. Most people are not even aware of all the buying and selling going on inside the Mutual funds, IRAs, and other accounts. Nor do they know or understand the impact that activity has on their risk and returns. Our approach goes way beyond what you might find in most traditional investment strategies or recommended by other financial advisors and firms. Stop letting other people speculate and gamble with your money. If Mutual Fund companies really knew.... they wouldn't need your money. By having an initial meeting with us or attending one of our education events you can learn in addition to discovering for yourself how we provide our services, what to expect, and how they specifically may be able to help you. Investment advisory services offered by Family Wealth Partners of Concord, a state registered investment advisor.
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  Headquarters:1028 Lee Ann Drive Suite 218, Concord, North Carolina, United States

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  Phone Number: +1 704-782-9063

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  Website: https://www.fwpconcord.com

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  Employees:4

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  Revenue:$0 - 1M

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  Legal Name:Family Wealth Partners

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• |  NAICS Code: 523930  |

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