Prudential

Lapis Financial Strategies, located in Huntersville, NC, offers securities products and advisory services through Park Avenue Securities LLC. As a wholly-owned subsidiary of The Guardian Life Insurance Company of America, Lapis Financial Strategies provides general financial guidance without offering specific investment advice. With a focus on client communication and feedback, Lapis Financial Strategies encourages individuals to reach out by mail, phone, or online form for further information or to provide input. As a non-affiliate of PAS or Guardian, the firm prioritizes transparency and aims to assist clients in navigating their financial decisions effectively.Generated from the website

Windward Capital, based in Huntersville, NC, is a financial advisory firm that offers a range of solutions to help individuals and businesses organize, grow, and protect their financial assets. With a team of experienced and credentialed financial advisors, Windward Capital focuses on understanding clients' needs and goals to provide customized plans that align with their financial aspirations. The firm's holistic approach to wealth management includes investment management solutions, company retirement plan guidance, and business financial planning advice. Windward Capital prides itself on its commitment to integrity, service, and experience, ensuring that clients receive personalized and fiduciary-driven financial support at every stage of life.Generated from the website