About

At Advanced Wealth Strategies, we understand that wealth is not defined by a product nor a transaction. We understand that financial worries often lead people to make investment decisions based on their emotions.  Our purpose is to build trust and confidence, to allow you to take your emotions out of your investments and redirect them back into the things and people that matter to you most. Achieving true wealth means being able to enjoy time with people you love without concerning yourself with financial anxieties.

For 11 years, AWS has helped individuals, families, and businesses in the greater Charlotte and Lake Norman areas to navigate the ups and downs of the market, changing tax laws, efficient income plans and more. We have clients in many states across the country.

From retirement planning and tax-optimized investment management to 1031 exchange real estate, and corporate and family trustee services. AWS collaborates intimately with you to assess and integrate all aspects of your financial life into one, tailor-made comprehensive plan.