Charlotte, NC telephone (704) 878-1100 Wealth Management for Airline Pilots
What Makes Us Different?
We don’t just claim to be different……we ARE different – here’s how:
You Are Important
At many of the big companies, clients are no more than another number. In fact, some companies even refer to their clients as “accounts.” Not here. When you call, we will know you. We will know your family. And we will never ask for an account number.
Each Pilot’s Needs Are Different
Unlike many advisors, we don’t already have a solution for a client’s problems before they walk in the door. All clients are different. You don’t fall into an investment category. You will be paired with advisors with the expertise to address your concerns, not drop you in a “bucket”.
Planning, Guidance, and Advice
We will provide you with Planning, Guidance and Advice along with Professional Investment Management. Planning to help you make progress toward your goals and address known risks. Guidance to help you stay on track. Advice specific to your situation when you need it.
We Connect Areas of Your Financial Life
Most families have multiple advisors working in different areas of their financial life: tax, insurance, investments, retirement, estate planning, etc. We’ve created Integrated Wealth Management, a process that helps you balance and connect all of these services of your personal life under one umbrella – saving you time, energy, and money.
Wings Wealth Management and LPL Financial do not provide tax and legal advice or services.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wings Wealth Management, a registered investment advisor and separate entity from LPL Financial.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Click on the different category headings to find out more. You can also change some of your preferences. Note that blocking some types of cookies may impact your experience on our websites and the services we are able to offer.
Essential Website Cookies
These cookies are strictly necessary to provide you with services available through our website and to use some of its features.
We provide you with a list of stored cookies on your computer in our domain so you can check what we stored. Due to security reasons we are not able to show or modify cookies from other domains. You can check these in your browser security settings.
Other external services
We also use different external services like Google Webfonts, Google Maps, and external Video providers. Since these providers may collect personal data like your IP address we allow you to block them here. Please be aware that this might heavily reduce the functionality and appearance of our site. Changes will take effect once you reload the page.