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TOP 30 Wealth preservation in Statesville, NC
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Powell Wealth
Powell Wealth is a renowned finance institution located at 17818 Statesville Road in Cornelius, North Carolina, United States. With a strong commitment to preserving and protecting the wealth of their clients, Powell Wealth considers it an honor to assist individuals in managing their hard-earned assets. Specializing in financial planning and investment strategies, Powell Wealth is dedicated to providing top-notch services tailored to the unique needs and goals of each client. Trustworthy and reliable, Powell Wealth is the go-to institution for those seeking expert financial guidance and wealth management solutions.
Merrill Lynch Financial Advisor Ray Englebert
Merrill Lynch Financial Advisor Ray Englebert, located at 212 South Center Street in Statesville, North Carolina, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With over 20 years of experience, Ray provides a unique perspective to individuals and families looking to preserve and pass along wealth in a tax-efficient manner. Ray takes a planning-based approach that covers key areas of a client's financial life, including goals, family, other advisors, legacy, and assets/liabilities. He believes in creating comprehensive strategies to help clients achieve their financial goals and manage investment risk. Ray utilizes the firm's Chief Investment Office models and diversifies client portfolios across asset classes. In addition to financial services, Ray is actively involved in volunteering with various organizations in the community. With access to the investment insights of Merrill and banking solutions from Bank of America, Ray works with clients to develop customized financial strategies tailored to their specific needs and goals. By understanding each client's unique situation and priorities, Ray helps them make informed decisions to pursue their long-term objectives.
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