Advanced Wealth Strategies, Inc.

Advanced Wealth Strategies is a wealth management firm serving individuals, families, and businesses across the Charlotte and Lake Norman areas for over 11 years. They specialize in comprehensive financial planning including retirement planning, tax-advantaged investment strategies, 1031 exchanges, and alternative investments. AWS takes a holistic approach to wealth management, helping clients integrate all aspects of their financial life into a single, customized plan while minimizing tax impact and emotional decision-making.