Family Wealth Partners

Family Wealth Partners is a financial planning firm based in Matthews, North Carolina. Founded in 2003, the firm is comprised of a small team of 4 employees and generates an annual revenue of $2.5 million. Family Wealth Partners specializes in providing tailored financial planning, investment, and insurance solutions to a diverse clientele, including individuals, families, and business owners throughout the United States. Their approach focuses on developing strong financial habits and partnering with clients to achieve their long-term goals. The firm distinguishes itself through its commitment to personalized financial stewardship. Beyond providing traditional financial services, Family Wealth Partners strives to empower clients by helping them understand and manage their wealth effectively. For more information about Family Wealth Partners and their services, please visit their website at fwpnc.com. Investment Advice is offered through Family Wealth Partners, a registered investment advisor.