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Family Wealth Partners

EST. AUM
$392,445,796

CONTACTS
6

CLIENT ACCOUNTS
1,020

Firm Details

Metro area Charlotte
CRD Number 317764
Website fwpnc.com
Client types

Overview

Family Wealth Partners is a financial planning firm based in Matthews, NC, serving individuals, families, and business owners across the United States since 2003. The firm provides financial planning, investment, and insurance services, helping clients manage their financial resources and work toward their financial goals. Investment advice is offered through Family Wealth Partners, a registered investment advisor.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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