Family Wealth Partners Concord, Inc

Overview

Family Wealth Partners Concord, Inc. is an independent, individually owned wealth advisory firm registered in North Carolina that serves individual and family clients. The firm operates as a capital allocator, routinely selecting external managers and funds on behalf of clients, and combines investment advisory work with insurance brokerage. Its advisory services emphasize financial planning and the selection of other advisers. Compensation is primarily fee-based through a percentage of assets under management and fixed-fee arrangements. The firm does not identify as an active ESG investor and does not describe itself as a multi-state adviser.

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Public Holdings

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Location & Offices