Latest Updates

May 10, 2018

The Ronald McDonald House of Charlotte, located on East Morehead Street, celebrated their 7th birthday on May 9 and Family Wealth Partners showered them with “presents”.  The house provides a home away from home for families of children who are receiving treatment in t...

October 25, 2017

Countless people are suffering in the wake of Hurricanes Harvey, Irma, and Maria. Those in the Caribbean are having an especially difficult time recovering after being hit not once, but multiple times by historic storms. Most of Puerto Rico is still wi...

October 25, 2017


Malnutrition is the underlying cause of nearly 50 percent of deaths in children under 5. Contaminated water and parasites prevent them from absorbing the nutrients their growing bodies desperately need. And in turn, they are left to suffer from weakened immu...

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2518-B Plantation Center Drive, Matthews, NC 28105
Tel: (704) 321-0152  Fax: (866) 682-5062

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Family Wealth Partners and Independent Advisor Alliance are separate entities from LPL Financial.  The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: {AL, AZ, CA, FL, GA, MA, NC, NJ, NY, OH, PA, SC, VA}

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