Powell Wealth, established in 1994 by David L. Powell, is a reputable wealth advisory firm based in Cornelius, NC. With over 24 years of experience, they specialize in providing customized financial solutions to individuals, executives, and business owners, helping them achieve financial security and peace of mind through retirement planning, investment management, estate planning, tax planning, and more.
Committed to preserving and protecting the wealth their clients have worked hard to earn, Powell Wealth prioritizes their clients' goals and develops concrete financial strategies to meet their objectives. With a team of experts and a solid reputation in the Lake Norman area near Charlotte, NC, Powell Wealth is dedicated to helping clients achieve financial independence and navigate their financial world with confidence.
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