Professional Wealth Management Services LLC is the corporate manifestation of a client concern and care model originating from its members' 20 plus years of successful navigation through the fractured and often confusing financial services world of banks, insurance companies, brokerage houses, and investment advisors. With over 50 years of combined individual service experiences, the firm's management team has helped people during economic boom times as well as periods of worry and uncertainty.
Professional Wealth Management is an independent, full-service, comprehensive wealth management firm that is purposely managed to remain personal, efficient, and unencumbered by mega company overhead that runs up client fees but does not ultimately contribute to a client's financial planning.
Professional Wealth Management is an independent, full-service, comprehensive wealth management firm that is purposely managed to remain personal, efficient, and unencumbered by mega company overhead that runs up client fees but does not ultimately contribute to a client's financial planning.
Services
John Stevenson is a Principal of Professional Wealth Management Services LLC. A Phi Beta Kappa and summa cum laude graduate of Wake Forest University, John also studied Finance and earned an MBA from Duke University's Fuqua. Marilyn Nicholson is the Client Services Manager for Professional Wealth Management Services LLC.
Professional Wealth Management is dedicated not only to identifying your goals, but getting to the heart of what is important to you. Helping you pursue financial stability on your own terms, Professional Wealth Management strives to provide individual direction that is grounded in the fundamentals of finance and disciplined in its approach to assessing potential challenges and delivering actionable recommendations.
Professional Wealth Management Services LLC is headquartered in Statesville, North Carolina, a suburb of Charlotte in the foothills leading to the North Carolina Mountains. Statesville is the hometown of many of the firm's first clients and will always hold a special place in the history of Professional Wealth Management, in addition to being a comfortable "Main Street" locale for associates to meet and work together.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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