Company Overview
- Headquarters
- 17818 Statesville Rd., Cornelius NC
- Website
- powellwealth.com
- Phone
- (704) 439-0027
- Employees
- 5
- Founded in
- 1994
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Powell Wealth
Powell Wealth is a wealth advisory firm based in Cornelius, North Carolina. Established as Powell Financial in 1994, the firm boasts over 24 years of experience helping clients achieve financial security. Powell Wealth is a small business with a staff of three employees and generates an annual revenue of $2.5 million. Providing customized financial solutions, Powell Wealth serves a diverse clientele including business owners, executives, and individuals. Their comprehensive range of services is designed to address a variety of financial needs, from retirement and estate planning to business continuation and tax planning. Powell Wealth prioritizes client goals and collaborates closely to develop personalized strategies that meet specific objectives. Their mission is to guide clients towards financial independence and peace of mind. To learn more about Powell Wealth's services or schedule a consultation, contact them at 704.439.0027 or visit their website at www.PowellWealth.com.
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