Powell Wealth, established as Powell Financial in 1994, is a wealth advisory firm based in the Lake Norman area near Charlotte, NC. For more than 24 years, the firm has built a solid reputation helping our clients achieve financial security through the preservation and accumulation of wealth. Our team provides customized, dynamic solutions to business owners, executives and individuals to help them meet their lifetime objectives. From retirement and estate planning, to business continuation and tax planning, Powell Wealth has the expertise, experience and knowledge to develop a concrete financial strategy.

During the process of charting your financial course, Powell Wealth will help you prioritize your goals and work with you to develop a strategy that meets those objectives. Our ultimate mission is to help you achieve financial independence and peace of mind.

Our Services Include:
- Investment Planning
- Investment Management
- Retirement Planning
- Business Retirement Consulting
- Estate Planning
- Tax Planning
- Charitable Giving

Learn more by calling 704.439.0027, or go to www.PowellWealth.com.

Powell Wealth

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