Old North State Wealth Management

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1430 Commonwealth Dr Ste 200
Wilmington, NC 28403
+1 (910) 509-3800
https://www.onswm.com

Old North State Wealth Management, based in Wilmington, NC, is a Registered Investment Advisor that offers personalized financial planning services. The team includes accomplished professionals like Danielle N. Annechiarico, who holds licenses in series 6, 63, and 65, and plays a crucial role in managing client accounts.

Danielle's expertise lies in gathering and analyzing client information to create tailored performance reports used in comprehensive financial plans. She collaborates closely with wealth managers to implement financial advice effectively, ensuring clients' requests are handled accurately and promptly.

Old North State Wealth Management operates with integrity, providing investment advisory services through knowledgeable representatives who offer securities through APW Capital, Inc. Clients can trust in the team's experience and commitment to delivering personalized financial solutions.

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