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(704) 782-9064Visit WebsiteMap & Directions1028 Lee Ann Dr NE Ste 218Concord, NC 28025

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Inspiring our clients to live personally fulfiling lives and to pursue healthy relationships with Family and Community.

General Info
Family Wealth Partners Inc, is an Investment Advisory Firm registered with the State of North Carolina. There are no minimums to work with us. We believe everyone needs competent advice, and we make it accessible by requiring no minimum investment or net worth. Our energy is focused on working with people who are serious about their goals, desire to grow as they make sound financial decisions, and value the time and experience a true financial professional offers. As an Investment Advisor one of Family Wealth Partners driving motivators is to save people from the misguided advice from the Media, Wall Street, and other Advisors. Most people are not even aware of all the buying and selling going on inside the Mutual funds, IRA’s, and other accounts. Nor do they know or understand the impact that activity has on their risk and returns. Our approach goes way beyond what you might find in most traditional investment strategies or recommended by other financial advisors and firms. Stop letting other people speculate and gamble with your money. If Mutual Fund companies really knew.... they wouldn’t need your money.
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A+
BBB Rating and Accreditation information may be delayed up to a week.
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Phone: (704) 782-9064

Address: 1028 Lee Ann Dr NE Ste 218, Concord, NC 28025

Website: http://www.fwpconcord.com

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