Financial Advisors
Charlotte, NC
Connected Wealth Management is an independent financial advisory firm in Charlotte specializing in comprehensive wealth management, investment management, and financial planning for individuals and families. They focus on creating personalized strategies aligned with clients' long-term goals, offering services that span portfolio management, retirement planning, and tax-efficient wealth strategies. Their team works closely with clients to build tailored financial plans rather than using one-size-fits-all approaches.
Ideal for: High-net-worth individuals, families seeking comprehensive wealth planning, business owners planning for retirement, investors wanting tax-efficient strategies
Service area: Charlotte, NC and surrounding areas
Independent Advisory Firm: Connected Wealth Management operates independently, allowing them to recommend strategies and solutions based purely on client needs rather than product-based incentives.
Comprehensive Financial Planning: They offer integrated planning that covers investment management, retirement strategy, tax efficiency, and overall wealth coordination for a complete financial picture.
Personalized Client Relationships: The firm emphasizes direct relationships with clients, providing ongoing guidance and adjustments to financial strategies as circumstances and goals evolve.
Address: 4777 Sharon Rd Suite 540, Charlotte, NC 28210
Phone: (704) 912-5088
Website: connected-wealth.com
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