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WHAT WE DO

Personalized Financial Strategies for Lifelong Wealth and Security

At Alphastar Wealth Management Lake Norman, our top priority is helping you achieve your unique financial vision. We invite you to discover and experience the power of our comprehensive wealth planning services, which are designed to address your goals and objectives in the most efficient and effective manner. We believe that your financial plan should be as unique as you are, and that’s why we provide every client with our undivided attention throughout your client onboarding experience and as we continue your journey with you – from initial strategy development to execution and follow-up.

Our planning process begins with identifying your goals and working to understand what matters most to you. As a trusted fiduciary advisor to individuals, families, businesses, and institutions, we offer a range of comprehensive wealth planning services that are designed to help you build, preserve, and manage your wealth throughout all phases of your life.

We offer our clients a variety of financial planning and retirement strategies including:

Income Planning

We work with you every step of the way to deliver personalized income planning strategies with as much reliability and predictability as possible for the rest of your life.

Investment Management
Once your income plan is established, we will create an investment plan for the remaining assets that you should not need to draw from month to month.
Tax Planning

We understand you worked hard for your money and want to help you keep as much of it as possible. That’s why we focus on structuring your assets to minimize future tax implications.

Healthcare Planning

Who will take care of you if you are unable to care for yourself? One of the biggest concerns may not be outliving income but outliving good health.

Estate Planning

When major life events happen, such as birth, death, marriage, or divorce, it is crucial that you have a relevant and updated estate plan that preserves your legacy.

Ready to Get Started?

We believe your financial plan should be as unique as you are, which is why every client gets our undivided attention—from strategy planning to execution to follow-up. Schedule a no-obligation call today!

Get started today.

Contact us for a no-obligation call to start your tailored financial journey!

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