Rankin Wealth Management, based in Charlotte, NC, is a trusted financial advisory firm that has been providing professional and timely advice to generations of families. With a commitment to developing long-term relationships, they work closely with parents, grandparents, and children through every major life milestone, offering investment management and wealth planning services. Their team of experienced advisors, including Rick Verdone Jr., Bill Wynn Jr., Joseph Zentner, and Ellen Rankin, are dedicated to providing quality strategies customized to each client's needs.
Rankin Wealth Management focuses on building trust, service, and integrity, going beyond managing money to build long-term relationships and friendships with their clients. They offer retirement income strategies, portfolio construction, equity and fixed income research, and estate planning services. With industry recognition and a commitment to quality client service, Rankin Wealth Management strives to be the primary source of financial advice for their clients.
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