MOORESVILLE, NC

Mooresville Wealth Management – Lake Norman Financial Advisor

Serving families, retirees, and business owners throughout Mooresville and the Lake Norman region.

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438 Williamson Rd.

Suite F

Mooresville, NC 28117

Local Wealth Management in Mooresville

Financial guidance in a lakeside setting

Our Mooresville office offers a personalized wealth management experience for clients who call the Lake Norman area home. Whether you’re planning your retirement near the water or building your business in a growing community, we’re here to help you chart a clear course forward. Our local presence means you can meet with a financial advisor close to home—without having to travel to Charlotte. We understand the lifestyle, challenges, and financial goals unique to Mooresville and the surrounding area.

What We Offer Lake Norman Clients

Comprehensive services to support your goals

We offer a full suite of financial planning services, tailored to fit the needs of clients in the Lake Norman community. Our approach is always personal, with strategies designed to match your life stage, risk tolerance, and long-term vision.

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Retirement Planning

We help Lake Norman retirees build income plans that support an active lifestyle and preserve wealth throughout retirement.

Investment Management

Our team creates personalized portfolios with diversified strategies that adapt to changing markets and goals.

Tax Planning

We identify ways to reduce your tax burden, both now and in the future, through coordination with your CPA and careful investment placement.

Estate Planning

We coordinate with your attorney to develop an estate strategy that ensures your wishes are carried out while minimizing complications.

Insurance & Risk Management

From life insurance to long-term care planning, we help you evaluate the right coverage to protect your family and assets.

Meet the Mooresville Team

Advisors serving the Lake Norman region

Our Mooresville clients are supported by a knowledgeable team of financial professionals who also work closely with our Charlotte office. Several team members live near Lake Norman and are familiar with the needs and values of local residents.

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Who We Serve in Mooresville

Tailored support for every stage of life

  • Retirees living around Lake Norman

    Many of our clients are retired or preparing to retire in the Mooresville area. We help them transition from accumulation to distribution—building tax-efficient income strategies that align with their vision for lakefront living. Our planning includes Social Security optimization, investment withdrawals, healthcare considerations, and legacy planning.

  • Working professionals and growing families

    Mooresville’s population continues to expand, and with it, so do the financial needs of professionals and young families. We work with clients to set goals, create savings strategies, and plan for large life events like home purchases, education funding, or career transitions.

  • Local business owners

    From lake-area contractors to small business operators downtown, we support entrepreneurs through strategic financial planning. That includes helping manage cash flow, retirement plan setup, business succession planning, and integrating personal and business finances for long-term success.