09/01/2022
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Alphastar Wealth Lake Norman
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- Alphastar Wealth Lake Norman
. In today’s financial environment, it is easy to feel overwhelmed with the ever-expanding universe of investment choices.
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Mooresville, NC
28117
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Our Story
In today’s financial environment, it is easy to feel overwhelmed with the ever-expanding universe of investment choices. For this reason, we rely upon a philosophy that focuses on investor’s objectives. This philosophy is based on five principles: Asset allocation, portfolio structure, tax management, multiple specialist mangers, and continuous portfolio management. These principles all work together to deliver a program that provides you with diversification, coordination, management and personal attention. We treat everyone like a member of our own family. That’s why we make sure each person who walks through our front door receives the careful attention required to identify, assess and address their unique financial and wealth management needs. With a diverse knowledge base in specialties including tax preparation, retirement planning and asset management, we are fully equipped to take a truly comprehensive approach to all your financial needs. Our staff’s financial planning and risk management specialties also include income planning, retirement planning, estate planning, tax planning, and Medicare planning and insurance planning. A key part of our mission is to give our clients highly personalized wealth management advice. Unlike large financial institutions, we provide customized planning and build unique portfolios. We believe that these services are not scalable in a corporate model, where efficiency concerns often lead to a “cookie-cutter” approach. To offer the level of service we think is necessary, we are committed to only working with a select number of clients. Our independence allows us the freedom to implement each person’s investment plan without regard to a particular product or investment vehicle. If you’re looking for expert assistance in planning a financially sound future for yourself and your family, whether you’re currently retired, planning to retire soon, or your retirement is many years away. We welcome you to schedule a complimentary consultation with our team today.
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting and Education services offered through Capital Advisory Group. Capital Advisory Group is a separate and unaffiliated entity from Advisory Alpha, LLC. While tax and legal and estate issues may be discussed in the general course of financial and investment planning Capital Advisory Group does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions relative to these issues.
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