Climer Wealth Management Group

Climer Wealth Management Group We Always Put You First www.finra.org, www.sipc.org. No offers may be made or accepted from any resident of any other state.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

This Memorial Day, we honor and remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we honor and remember those who gave their lives in service to our country.

Celebrating all the moms and mother figures whose care, strength, and guidance shape families every day. Happy Mother’s ...
05/10/2026

Celebrating all the moms and mother figures whose care, strength, and guidance shape families every day. Happy Mother’s Day.

05/07/2026

You don’t need to cut expenses or change your lifestyle to improve your finances. But you have to make intentional adjustments and optimize what you already have.

Tax Day is here, and while today may feel like the finish line, it’s also a valuable checkpoint. Taxes are just one part...
04/15/2026

Tax Day is here, and while today may feel like the finish line, it’s also a valuable checkpoint. Taxes are just one part of a broader financial picture, and understanding how they fit into your overall strategy can help support smarter decisions year‑round.

04/10/2026

Inflation can erode purchasing power over time. Explore how it affects retirement planning and strategies that may help support long-term financial security.

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6101 Carnegie Boulevard
Charlotte, NC
28209

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