Carolina Financial Partners & Associates

Powell Wealth, based in Cornelius, NC, is a reputable Registered Investment Advisor (RIA) dedicated to establishing lifetime relationships with clients through tailored financial advisory services. With over three decades of experience, the firm specializes in investment planning, retirement consulting, estate planning, and tax planning, all grounded in a fiduciary responsibility to maintain high ethical standards. The team at Powell Wealth emphasizes a proactive approach to managing financial opportunities and challenges, ensuring clients can achieve both long-term and short-term financial goals. Their mission is to guide clients towards financial independence and security with integrity and a disciplined investment strategy. Generated from the website

Ladd Robbins, PA, is a full-service CPA firm serving clients in the health care industry throughout the Carolinas, Ohio and the Washington DC area, dedicated to providing our clients with the highest quality, proactive service on a timely basis. We provide our clients with consulting and resources to assist in the tax process and financial decision-making. If you are a physician or operate a health care practice in the Southeast, Ladd Robbins, PA, has years of valuable experience related specifically to assisting professionals in your field with their accounting needs.

Morgan Stanley, established in 1935, offers a wide range of investment and brokerage services to individual investors. The company offers a range of investment products that include stocks, bonds, mutual funds, annuities, futures, insurance policies and closed-ended funds. The company also offers a wide range of structured and alternative investment options. Additionally, it provides a variety of account options for individuals, which include investment, retirement and business accounts. Morgan Stanley also offers investor education and investment research services on stocks. The company also offers a variety of market research reports and information on initial public offerings. Morgan Stanley maintains an individual investors branch in Charlotte, N.C.