Financial Advisors
Cornelius, NC
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.
Ideal for: Retirees and pre-retirees, high-net-worth individuals and families, real estate investors, business owners, those seeking tax optimization strategies
Service area: Cornelius, Charlotte, Lake Norman, and throughout the United States via virtual meetings
Comprehensive Holistic Planning: AWS integrates all aspects of a client's financial life—wealth management, tax optimization, investments, and estate planning—into one customized strategy rather than product-focused solutions.
1031 Exchange & DST Expertise: They specialize in turnkey 1031 exchange solutions that simplify complex real estate transactions while helping clients avoid capital gains taxes and minimize generational tax impact.
Free Second Opinion Service: AWS offers no-obligation consultations to review existing plans or help those who've never had formal retirement planning, making it easy to assess whether their strategy aligns with actual goals.
Address: 19520 W Catawba Ave STE 313, Cornelius, NC 28031
Phone: (704) 765-3653
Website: planwithaws.com
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