North Main Financial Group

Fulcrum Capital Partners, located in Cornelius, NC and Wilmington, NC, offers a comprehensive range of financial services including insurance products, life insurance, annuities, securities, and investment advisory services through Principal Securities, Inc. Led by licensed professional Rob Higgins AIF, the firm provides personalized financial solutions to clients in multiple states. As an accredited investment fiduciary, Rob Higgins AIF adheres to strict educational standards and regulatory requirements, ensuring that clients receive expert guidance in insurance, investments, and financial planning. Affiliated with the Principal Financial Group, Fulcrum Capital Partners maintains a commitment to transparency, integrity, and client-centered financial management.Generated from the website

Lake Norman Financial Group, located in Cornelius, NC, is a firm dedicated to empowering clients to achieve their unique definitions of wealth. With core values of Integrity, Loyalty, Trust, and Compassion, they offer financial planning services tailored to individual goals and provide investment advice through a research-driven process. Driven by a vision to help clients live the life they desire, take care of loved ones, and support others in doing the same, Lake Norman Financial Group focuses on understanding each client's financial goals and delivering specific written recommendations to guide them towards financial success.Generated from the website

Vision Capital is a registered investment advisory firm based in Davidson, NC, serving a diverse group of families, institutions, and financial advisors. With over 23 years of experience, they offer comprehensive wealth management services, aiming for excellent performance and high fiduciary standards, while also assisting clients in achieving their philanthropic goals. Their team of portfolio managers, including Eric Vogen and Manny Weiss, are dedicated to providing personalized investment strategies that prioritize optimal returns and risk management. Vision Capital's culture is rooted in a passion for growth with purpose, seeking to overcome obstacles and create value for their clients through impact investing and strategic charitable giving.Generated from the website