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Powell Financial, Inc.

EST. AUM
$229,200,273

CONTACTS
1

CLIENT ACCOUNTS
272

Firm Details

Metro area Charlotte
CRD Number 144230
Website powellwealth.com
Client types

Overview

Powell Wealth functions as a wealth advisory firm located in the Lake Norman area near Charlotte, NC. With more than 24 years of operation, the firm is recognized for its focus on preserving and accumulating wealth to achieve financial security for clients. Their team provides customized financial solutions tailored to business owners, executives, and individuals, encompassing areas such as retirement planning, estate planning, business continuity, and tax planning. Powell Wealth emphasizes its expertise and dedication to crafting effective financial strategies for its diverse clientele.

Platform Details

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Alternative Activity

Address

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

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