Weaver Wealth Management

Newport Group of NC, based in Charlotte, NC, offers comprehensive retirement services and consulting solutions for employers, financial professionals, and individuals. With a focus on helping employers enhance retirement plans, Newport Group empowers individuals to create a secure financial future through tailored retirement paths and financial wellness resources. As part of Newport Group, Inc., an Ascensus Company, their services encompass recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services. Securities are provided through Ascensus Broker Dealer Services, LLC, ensuring a comprehensive approach to retirement planning and investment solutions. Moreover, Newport Group Consulting, LLC, a subsidiary of Newport Group, Inc., offers investment advisory and fiduciary consulting services to further support clients in achieving their financial goals. Additionally, Newport Trust Company, a trust company and subsidiary of Newport Group, provides independent fiduciary and trustee services for employee benefit plans, ensuring a holistic approach to retirement planning. Generated from the website content

Powell Wealth, based in Cornelius, NC, is a reputable Registered Investment Advisor (RIA) dedicated to establishing lifetime relationships with clients through tailored financial advisory services. With over three decades of experience, the firm specializes in investment planning, retirement consulting, estate planning, and tax planning, all grounded in a fiduciary responsibility to maintain high ethical standards. The team at Powell Wealth emphasizes a proactive approach to managing financial opportunities and challenges, ensuring clients can achieve both long-term and short-term financial goals. Their mission is to guide clients towards financial independence and security with integrity and a disciplined investment strategy. Generated from the website

Leonard & Associates, CPA is a dedicated tax service provider located in Concord, NC, specializing in proactive tax strategies and strategic tax planning. With a focus on tax preparation done right and effective tax reduction strategies, they position themselves as a Certified Tax Coach to optimize clients' financial outcomes. The firm differentiates itself by emphasizing personalized service and comprehensive tax solutions tailored to meet the unique needs of each client. Their commitment to excellence and proactive approach ensures clients navigate the complexities of taxation with confidence and clarity. Generated from the website