Wealth Management in Matthews, NC

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List of Firms

Matthews, NC Wealth Management Firms

Parker Financial Group, LLC
Location 10590 Independence Pointe Pkwy #100, Matthews, NC 28105, USA
Phone (704) 234-7626
Language http://theparkerfinancialgroup.com/
Directions
Sapere Wealth Management
SEC File# 801-61056
CRD# 119598
Location 130 Matthews Station St, Matthews, NC 28105, USA
Phone (704) 321-5244
Language https://www.sapere.com/
Directions
Cornerstone Wealth Planning
SEC File# 801-119224
CRD# 166886
5 out of 5
Location 7810 Ballantyne Commons Pkwy Suite 200, Charlotte, NC 28277, USA
Phone (704) 849-0123
Language http://www.cornerstone4planning.com/
Directions
Stipp Wealth Management, LLC
Location 1626 Cavendish Ct, Charlotte, NC 28211, USA
Phone (704) 255-1717
Language http://www.stippwealth.com/
Directions
Family Wealth Partners Inc
SEC File# 801-123089
CRD# 317764
Location 2518 Plantation Center Dr, Matthews, NC 28105, USA
Phone (704) 321-0152
Language http://www.fwpnc.com/
Directions
PDR Advisors LLC
Location 519 W John St, Matthews, NC 28105, USA
Phone (704) 845-2303
Directions
KRC Wealth Management LLC
5 out of 5
Location 10700 Sikes Pl STE 340, Charlotte, NC 28277, USA
Phone (704) 846-7767
Language https://www.krichardsonconsulting.com/
Directions
Wealth Management in Matthews, NC

Where Wealth Management Advisors in Matthews, NC Serve

Matthews, NC is a bustling town located just outside of Charlotte, North Carolina. It is home to a variety of landmarks, including the Matthews Heritage Museum, which showcases the town's rich history, and the Matthews Community Farmers' Market, which offers fresh produce and artisanal products. Top employers in the area include Novant Health Matthews Medical Center and Harris Teeter. Major highways and streets in Matthews include Interstate 485, which circles around the town, and Matthews Township Parkway, which runs through the heart of downtown. The town is also home to a number of neighborhoods, each with its own unique character and charm. Some of the most popular neighborhoods include Sardis Plantation, which features spacious homes and tree-lined streets, and Greylock, which offers a mix of traditional and modern architecture. Whether you're looking for a quiet suburban retreat or a bustling city center, Matthews has something to offer everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Matthews, NC can benefit from a bank in several ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. A bank can also provide financial advice and guidance to help residents make informed decisions about their money. In Matthews, NC, many residents may also need assistance with managing their finances during times of economic uncertainty, such as during the COVID-19 pandemic. A bank can help by offering relief programs, loan forbearance, and other financial assistance to those who are struggling. Additionally, a bank can provide support to local businesses in Matthews, NC, helping to stimulate the local economy and promote growth. Overall, a bank can play a vital role in the financial well-being of residents in Matthews, NC, providing them with the tools and resources they need to achieve their financial goals and build a secure future.

Insurance Broker

As a resident of Matthews, NC, there are numerous ways in which an insurance broker could be of immense help. For starters, the broker could assist in navigating the complexities of the healthcare system in Matthews, NC. With the plethora of healthcare options available in the area, it can be overwhelming for residents to choose the right insurance plan that fits their unique needs. Additionally, an insurance broker could help residents understand the nuances of property and casualty insurance in Matthews, NC. As a fast-growing suburb of Charlotte, Matthews has seen a surge in new construction projects, making it crucial for residents to have adequate coverage for their homes and other properties. Furthermore, an insurance broker could also provide valuable guidance on life insurance policies, helping residents plan for their families' future financial security. Overall, the expertise of an insurance broker could prove invaluable to the residents of Matthews, NC, by providing tailored insurance solutions that meet their specific needs and budget.

Retirement Planning

Residents of Matthews, NC could greatly benefit from the services of a retirement planner. With a population of over 32,000 people, Matthews is a rapidly growing community that is home to a diverse range of individuals and families. A retirement planner can help these residents navigate the complex world of retirement planning, including issues such as social security benefits, pension plans, and investment strategies. Additionally, a retirement planner can help Matthews residents plan for the unique challenges that come with living in a rapidly growing community, such as rising housing costs and increased competition for resources. By working with a retirement planner, residents of Matthews can ensure that they are prepared for a secure and comfortable retirement, no matter what challenges they may face along the way.

Financial Advisor

Residents of Matthews, NC can benefit from the expertise of a financial advisor in various ways. A financial advisor can help them plan for retirement, create a budget, manage their investments, and save money for their children's education. Specifically, Matthews, NC is a growing community that is home to many young families. A financial advisor can assist these families in creating a comprehensive financial plan that takes into account their unique needs and goals. This could include saving for a down payment on a home, creating a college fund for their children, and investing in a diversified portfolio to build long-term wealth. Additionally, a financial advisor can help residents of Matthews, NC navigate the complexities of tax laws and regulations, ensuring that they are maximizing their deductions and minimizing their tax liabilities. Overall, a financial advisor can provide invaluable guidance and support to the residents of Matthews, NC as they work towards achieving their financial goals.

Mortgage Loan Officer

Residents of Matthews, NC could greatly benefit from the expertise of a mortgage loan officer. With the town's population steadily growing, many residents are looking to purchase their first homes or upgrade to larger properties. A skilled loan officer can help guide them through the complex mortgage application process, ensuring they secure the best possible interest rates and loan terms. Additionally, Matthews, NC is known for its vibrant downtown area and excellent schools, making it an attractive destination for families. A mortgage loan officer can provide valuable insights into the local real estate market and help residents find homes that fit their budget and lifestyle. Overall, the expertise of a mortgage loan officer can make the home buying process smoother and less stressful for residents of Matthews, NC.

Tax Services

Residents of Matthews, NC can benefit greatly from the services of a tax advisor. With its growing population and thriving economy, Matthews is a hub for small businesses and entrepreneurs. A tax advisor can assist these individuals in navigating the complex tax laws and regulations that apply to their businesses, ensuring that they are in compliance and maximizing their deductions. Additionally, many residents of Matthews are retirees or nearing retirement age, and a tax advisor can help them make smart decisions about their investments and retirement accounts. Furthermore, with the recent changes to the tax code, it is more important than ever for residents of Matthews to seek the advice of a tax advisor to ensure that they are taking advantage of all available deductions and credits. In short, a tax advisor can be an invaluable resource for the residents of Matthews, helping them to make informed financial decisions and maximize their wealth.

Estate Planning Lawyer

Residents of Matthews, NC can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help individuals create a comprehensive estate plan that includes wills, trusts, and powers of attorney. This is particularly important in Matthews, NC, where the median age is 41.7 years and many residents are likely to have accumulated assets that they wish to protect and distribute in a certain way. Secondly, an estate planning lawyer can assist with the probate process, which can be complex and time-consuming. This is especially relevant in Matthews, NC, where the population has increased by over 20% in the last decade, leading to a higher number of estates being probated. Lastly, an estate planning lawyer can help with Medicaid planning, which is important in Matthews, NC, where the average cost of nursing home care is over $7,000 per month.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in Matthews, NC are designed to help high net worth individuals and families achieve their financial goals. A wealth manager in Matthews, NC can provide a range of services, including investment management, tax planning, estate planning, and retirement planning. One unique aspect of Matthews, NC is its growing population of retirees. As a result, wealth managers in this area may specialize in retirement planning and offer services such as Social Security optimization, Medicare planning, and long-term care planning. Additionally, Matthews, NC is home to a thriving business community, which may require wealth managers to provide specialized services such as business succession planning and executive compensation planning. With the help of a skilled wealth manager in Matthews, NC, individuals and families can navigate the complexities of wealth management and achieve long-term financial success.

Matthews, NC is a hidden gem when it comes to finding a wealth manager. The town boasts a vibrant and growing community that is perfect for anyone looking to secure their financial future. With its close proximity to Charlotte, Matthews offers the perfect blend of small-town charm and big city amenities. The town is home to a number of highly qualified wealth managers who have a keen understanding of the local market and can help you navigate the complexities of investing in a way that is tailored to your unique needs and goals. Whether you are just starting out or are a seasoned investor, Matthews, NC is the perfect place to find a wealth manager who can help you achieve your financial dreams. So if you are looking for a place to secure your financial future, look no further than Matthews, NC.