Stifel | Shepard Wealth Management Group

Rankin Wealth Management, based in Charlotte, NC, is a trusted financial advisory firm that has been providing professional and timely advice to generations of families. With a commitment to developing long-term relationships, they work closely with parents, grandparents, and children through every major life milestone, offering investment management and wealth planning services. Their team of experienced advisors, including Rick Verdone Jr., Bill Wynn Jr., Joseph Zentner, and Ellen Rankin, are dedicated to providing quality strategies customized to each client's needs. Rankin Wealth Management focuses on building trust, service, and integrity, going beyond managing money to build long-term relationships and friendships with their clients. They offer retirement income strategies, portfolio construction, equity and fixed income research, and estate planning services. With industry recognition and a commitment to quality client service, Rankin Wealth Management strives to be the primary source of financial advice for their clients.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Charlotte, NC area, Brian Moldenhauer will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.