FIG Wealth Partners

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15720 Brixham Hill Ave Ste 300
Charlotte, NC 28277
+1 (800) 306-5086
https://figwealthpartners.com

FIG Wealth Partners, located in Charlotte, NC, specializes in financial planning for dentists and physicians, helping them achieve their financial goals through tailored services. The firm primarily focuses on privately owned dental and specialty physician practices, while also considering small business owners on a case-by-case basis.

With a commitment to providing exceptional customer experiences, FIG Wealth Partners offers a range of services including retirement income planning, estate planning, and wealth transfer consulting. Their expertise extends to strategies such as Roth IRA conversions and business continuity planning, ensuring clients receive comprehensive financial support.

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United States›North Carolina›Charlotte›FIG Wealth Partners