All at Advanced Wealth Strategies wish everyone a joyous time this holiday season and a happy new year, and we look forward to hopefully helping you in 2021 with your financial planning.

With a new year just around the corner, now is a great time to start thinking about what you want to do with your finances in 2021. As financial advisors covering the Charlotte metro area, we can help you plan for next year and the future

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If you live in North Carolina and you need a financial advisor right now or you are thinking about needing one in the future, you will find that we at Advanced Wealth Strategies can provide you with a fully comprehensive service. Please speak to us today or visit our website https://www.planwitha...

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Are you in the Charlotte area and looking for a Financial Advisor? Please speak to us today as we work with people from Charlotte to Lake Norman and in between

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If you find yourself with a lower-income year or potentially a business loss, this could be a good time to consider Roth ira conversions, especially maximizing your current tax bracket. Please speak to us today to discuss your situation and how we can best help you review your financial situatio...

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Did you know that the current tax reform of 2018 is set to sunset in 2026, if not sooner, which may lead to many investors considering sheltering some of their future income from Roth IRAs instead of traditional IRAs.

If you have been saving funds in these accounts over the last few decades and...

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In our last post, we mentioned we’ve primarily seen a large uptake of interest in retirement and tax planning, and that includes an interest in Roth IRAs and Roth ira conversions. It may not seem like it at first glance, but it appears that taxes are currently on sale! Roth ira conversions, or s...

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2 months ago
Renee is wonderful. Highly recommend!
- Chloe S
a year ago
Aleia and her team will help you get your Finances in Order. Highly Professional Team.
- Chris W
4 years ago
Douglas Marion has developed a strategy for my wife and myself that will allow me to retire more quickly than I could ever imagine. He is very knowledgeable, a good listener and a financial expert. If you live in the Lake Norman market, give Advanced Wealth Strategies a cal!
- Jim V
Bringing Transparency and Education to Comprehensive Financial Planning

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  • (866) 752-6297


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19520 W. Catawba Ave, Ste 313
Cornelius, NC 28031
United States

Business Hours

Mon:9:00 AM – 5:30 PM
Tue:9:00 AM – 5:30 PM
Wed:9:00 AM – 5:30 PM
Thu:9:00 AM – 5:30 PM
Fri:9:00 AM – 5:30 PM
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