RPO Wealth Partners LLC

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704 East Blvd Apt 1
Charlotte, NC 28203

RPO Wealth Partners LLC, based in Charlotte, NC, offers independent wealth planning services tailored to individuals, business owners, and families. Founded by industry veterans Lisa Bowers and Jeff Martin, the firm emphasizes a holistic approach to financial management, ensuring clients experience a streamlined and straightforward planning process.

With over 35 years of experience each, Bowers and Martin bring a wealth of expertise to their clients, focusing on personalized strategies that address unique needs and goals. Both managing directors are dedicated to fostering long-term client relationships, providing them with peace of mind and confidence in their financial futures.

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United StatesNorth CarolinaCharlotteRPO Wealth Partners LLC

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