TWC Wealth Management

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12610 N Community House Rd Ste 204
Charlotte, NC 28277
+1 (704) 540-2500
http://twcwealth.com

TWC Wealth Management, based in Charlotte, NC, offers full-service financial planning and asset management. The husband and wife team, with a collective 40 years of experience focusing on individuals above 50, adopts a pragmatic approach to retirement planning.

With a commitment to their clients' best interests, they operate independently as fiduciaries. Led by R. Timothy Curran, a Certified Financial Planner™, non-practicing attorney, and FINRA Arbitrator for the Southeast Region, the firm provides a range of financial services including wealth management, financial planning, estate and tax planning strategies, and retirement planning.

Emphasizing a process-centric approach over a product-based one, TWC Wealth Management upholds the values of transparency and client-centered services. The Finance Couple™ proudly serves clients in Greenville, Spartanburg, Travelers Rest, Simpsonville, SC, and across various locations in the U.S.

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United States›North Carolina›Charlotte›TWC Wealth Management