Family Wealth Partners
Financial ServicesNorth Carolina, United States2-10 Employees
Our focus is helping people make smart choices with their IRAs, 401k and any other Investments. We start by saving people from the misguided advice perpetuated by Wall Street, Media, and sometimes even other Advisors.
What We Do:
- Prudent Diversification and Asset Allocation Solution
- Investor Education Series
- Investor Coaching
- Investment Policy Statement
- Portfolio MRI and Analysis
Most people are not even aware of all the buying and selling going on inside the Mutual funds, IRA’s, 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.
1-888-653-2347 
support@leadiq.com 
