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Your Prosperity, Our Purpose.

Guiding You Toward a Secure Retirement

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.

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

Paul Taylor

SENIOR WEALTH ADVISOR
Matt Trenary

Matt Trenary

WEALTH ADVISOR

Valeria Latsos Stacks

CLIENT RELATIONSHIP MANAGER
Rebecca Strong

Rebecca Strong

CLIENT SERVICES ASSOCIATE

Retirement Planning Resources

Improve your retirement planning with our educational resources. Stay up-to-date on the latest financial insights and resources by subscribing to our newsletter, and achieve your financial goals with confidence.

Get started today.

Taking action towards securing your financial future for retirement can start at any time, opening doors to new possibilities for progress.

Schedule a complimentary call to explore how we can assist you in achieving your financial goals.

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