This is an outstanding team of professionals with clients best interests at heart. Highly recommend a conversation.

Renee is wonderful. Highly recommend!

Douglas at Advanced Wealth Strategies has been amazing to work with! He helped me and my wife with our planning needs. When he could have sold us a product that would have put much more money in his pocket, he didnt. Instead, he did what was best for me and my family. Douglas is as sharp as they come and master at wealth planning and tax savings. If you dont talk to him, you are throwing away your money!

Douglas Marion has developed a strategy for my wife and myself that will allow me to retire more quickly than I could ever imagine. He is very knowledgeable, a good listener and a financial expert. If you live in the Lake Norman market, give Advanced Wealth Strategies a cal!

Aleia and her team will help you get your Finances in Order. Highly Professional Team.

Ive worked with AWS for years because Douglas and his team look out for the best interest of people and they put together solutions that others may not be aware of.