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Lake Norman Wealth Management, Financial Planning Charlotte

Sumner Wealth Management, Lake Norman Area

Financial Planning Mooresville

Sumner Wealth Management strives to provide superior service to our clients and assist them in pursuing their financial goals. Our experience and commitment to excellence have earned us the reputation as a reputable leader in our community

Our company is always evolving as the needs of our customers change and as new opportunities are created in the market. We make it our responsibility to know you and your business. We work closely with you so that we work as a team to ensure that the solutions we provide are tailored to meet your needs. We are committed to your financial situation.

Professional Specialties

  • Business & Personal Financial Planning
  • Business Continuation Strategies
  • Retirement Plan Consulting & Design (401k)
  • Investment Programs
  • Tax & Estate Planning Strategies
  • Life, Health, Disability, and Long-Term Care Insurance
  • Medicare Supplement Plans