We Are Alphastar Wealth Lake Norman
Your goals are important.
At Alphastar Wealth Management Lake Norman, we’re inspired daily to help transform the financial lives of hardworking individuals and families. We center our relationships around your unique goals and values, and put your needs first in everything we do. From the strategies we develop to the guidance we provide, strengthening your financial wellbeing drives how we work.
We understand that financial lives are about more than investments. Every person has goals to reach, retirement income to generate, tax needs to address, and more. By getting to know you personally, we coordinate every priority in your financial picture into a unified, goals-based plan.
I can do all things through Him who gives me strength.
Services
Discover and experience the power of our holistic financial solutions.
At Alphastar Wealth Lake Norman, you’ll have a dedicated team and an extended family helping you build and preserve wealth for generations. We take a proactive and educational approach to create a customized strategy that will help build a retirement life you desire. You’ll receive personalized attention and guidance throughout every step of the process, from initial strategy planning to execution and follow-up.
- Income PlanningIncome Planning
- Investment ManagementInvestment Management
- Tax PlanningTax Planning
- Healthcare PlanningHealthcare Planning
- Estate & Legacy PlanningEstate & Legacy Planning
Meet the Alphastar Wealth Lake Norman Team
Meet our dedicated team at Alphastar Wealth Lake Norman, where our unwavering commitment to integrity, professionalism, and exceptional client service guides us in offering financial solutions aimed at positively transforming our clients’ financial lives and aligning their values with their goals.
Paul S. Taylor
SENIOR WEALTH ADVISOR
Matt Trenary
WEALTH ADVISOR
Valeria Latsos Stacks
CLIENT RELATIONSHIP MANAGER
Rebecca Strong
CLIENT SERVICES ASSOCIATE
Retirement Planning Resources
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Retirement Income Streams: Diversification for Financial Stability
The Power of Diversification in Securing Your Retirement Retirement is one of the most significant milestones in life. It represents the culmination of years of hard work and savings, but
Small Business Success: Financial Planning for Entrepreneurs
Increase Your Chances for Success by Gaining a Firm Hold on Your Business’ Finances Small businesses represent a crucial pillar of the U.S. economy, as they employ half of the
