Matt Macho, CFP | Lincoln Investment

Commonwealth Financial Network is the second largest privately held independent broker/dealer in the nation. The firm is 100 percent owned and controlled by the management of the firm, which has more than 160 years of combined experience in the industry. The company offers an array of services, including wealth management, investments and research, planning, insurance and advisory services. The company is licensed to work in all 50 states. Commonwealth is also the recipient of numerous awards, including being named one of the 50 Best Places to Work in Massachusetts by the Boston Business Journal. The company has offices in Waltham, Mass., and San Diego.

Founded in 1951, Bay Financial Associates is one of the oldest and largest financial services firms in the Northeast. It assists clients in the areas of financial planning, wealth management, and executive and employee benefits. Bay Financial Associates offers life, health, disability income and long-term care insurance plans. Its affiliates, Bay Financial Advisors and LPL Financial, provide financial advisory services related to cash management, education funding, tax strategies, and retirement and stock option planning. Bay Financial Associates maintains a location in Waltham, Mass.

True Wealth is all the things money cant buy and death cant take away. Our financial advisors want to learn what True Wealth means to you. Our financial advisors are focused on making the complex simple for families in Mooresville, Charlotte, Concord, Lexington and the rest of North Carolina.