Second Half Strategies Employee Directory
Financial ServicesNorth Carolina, United States2-10 Employees
Second Half Strategies is a financial services firm based in Charlotte, North Carolina, offering a suite of services aimed at helping families plan for a meaningful financial future. The firm emphasizes independent and objective advice, tailored to each family’s objectives, with a process that designs, implements, and monitors practical strategies across planning, retirement, wealth management, investments, and insurance. Its approach centers on helping clients navigate a complex financial landscape and build confidence in their decisions.