At Powell Wealth, our objective is to develop lifetime relationships, not just financial plans. Our desire is to earn our clients’ complete trust by providing tailored advisory services with integrity and professionalism. We operate as a Registered Investment Advisor (RIA), adhering to the compensation guidelines as a fee-only advisor. Our fiduciary responsibility is the foundation for client relationships and we are proud of the high standards we have established.

Our wealth advisory firm is based in the Lake Norman area near Charlotte, NC. For more than three decades, the firm has built a solid reputation in helping our clients achieve financial security through the preservation and accumulation of wealth.

No one can promise that the path to your financial goals will always be smooth sailing, but our team delivers solid planning and the ability to correct the course when needed. We help you meet your financial goals, from retirement and estate planning, to business continuation and tax planning. Powell Wealth has the expertise, experience, and knowledge to build and protect your wealth.

Call 704-439-0027 or click the button below to schedule a consultation.