Charlotte

Financial Advisor / Charlotte, North Carolina.

We are now offering private wealth management to clients in Charlotte, North Carolina. If you have just relocated to Charlotte, or lived here all of your life, Inspire Financial Planning is honored to serve your wealth management needs.  

Inspire Financial Planning/ AlphaStar Capital Management

19520 W Catawba Ave.

Cornelius, NC 28031

1.910.726.0858

We offer the same extensive list of wealth management services that we offer our clients in Wilmington, and Raleigh, North Carolina.

  • Private Wealth Management
  • Asset management
  • Estate planning
  • Financial Planning
  • Income Tax Planning
  • Investment planning
  • Retirement income planning
  • Employment benefit planning
  • Cash flow analysis & debt management

Please call us today at (910) 726.0858 to schedule an introductory call.

Please note that we have virtual meetings available as well as in person meetings with a personal financial advisor at our Charlotte, North Carolina location.