PREFERRED WEALTH MANAGEMENT

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan... We are dedicated to providing investment management and strategic wealth planning to any retirees or those planning for retirement. Simply put, we strive to be our client's trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results... We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Primary location: Charlotte United States