4Point Wealth Management

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Fifth Third Private Bank - Kimberly Lawrence is a wealth management advisor located in Cornelius, NC. With over 25 years of experience in financial services, Kimberly collaborates closely with clients and an experienced team of Fifth Third specialists to deliver the right investment solutions for their objectives. Her areas of focus include wealth transition, asset sustainability, and planning for life stage transitions. Fifth Third Private Bank, with over 100 years of wealth planning experience, offers access to sophisticated investment solutions and personalized plans centered around each individual and family. Their dedicated team approach helps clients manage and sustain their wealth to achieve their personal and financial goals throughout their life and for future generations.Generated from the website

The advisor listed is an Ameriprise financial advisor in Cornelius. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I believe that financial planning is an extension of life planning and that you have to address both together. Our approach begins with a detailed goal setting process using our exclusive Confident Retirement approach. This helps you plan for an income stream that covers both essential and lifestyle expenses, reduce vulnerability to unexpected events and plan for the legacy you want to leave. We then create an Investment Policy Statement that carefully considers your goals and financial details. This allows us to help you customize a portfolio for your family and needs. We believe that financial planning can be a stress-reducing process.