Find wealth managers in Wilmington

Our clients receive the dedication of a seasoned team of wealth managers: from investments, to tax services, to business consulting, to estate planning. As an independent firm, our primary focus is the delivery of objective financial advice. Hence, we become the family CFO. The more complicated your financial life becomes, the greater the benefit of

Our core objective is to help our clients reach their goals and aspirations. As experienced financial professionals, we believe that the financial planning process is the fundamental component of reaching one's goals. We also know that staying on course requires leadership, commitment, and support. We are dedicated to providing exceptional service

Atlantic Coast Wealth Management, LLC. was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, building a better financial future for our clients centered around their unique financial circumstances. We strive to help create financial confidence and independence

Lumina Wealth Management is an independent financial advisory and wealth management firm with custody arrangements through Charles Schwab as well as other well-respected investment platforms. We bring fifty years of experience to helping people create and execute stage-of-life financial blueprints for today and tomorrow. Our goal is lifetime relationships

Our name is partially derived from the Latin word, Omni, meaning "all" which represents the foundation of our total wealth management. Financial advice must be delivered relative to the financial goals established by our clients. That's why OmniStar remains dedicated to our family of clients - deep relationships and integrity. Based in Wilmington,