Charlotte Wealth Management

Wealth Management in Charlotte NC

Inspire Financial Planning is a fiduciary wealth management firm serving Charlotte, NC. As fiduciary financial advisors, we are committed to your BEST interest.

Our financial advisors work with business owners, engineers, software developers, and business executives. Our goal is to simplify wealth management for our clients in Charlotte, and guide them to become more confident about their financial journey.

We view the management of your wealth through a holistic lens. If you are looking for a financial advisor that can help with investments, tax planning, estate planning, and more, please schedule a meeting today to speak with an advisor.

Our Promise to You

We will keep all initial consultations free from sales speak of any kind. As fiduciaries, our goal is to serve your best interests. Please take a minute and schedule a meeting with an Inspire financial advisor. We look forward to discussing whether our fiduciary wealth management firm is the right fit for you and your family.

Call us today at (910)448-1450 to schedule your initial consultation

We have offices in Wilmington, Raleigh and Cornelius just outside of Charlotte.

Call us today or schedule a time that's best for you

A family office approach to your Charlotte Wealth Management

Let our family office approach keep more of your financial affairs "in-house". We can help bring simplicity when it comes to dealing with multiple professionals and subsets of wealth management.

Save costs and complications by using Inspire's Family Office style of wealth management
Bring structure and balance to your asset management that aligns with your risk tolerance and values
Delegate advanced tax planning duties to professional CPAs who are well-versed in wealth management
Optimize your retirement plan with an income strategy that provides income and leaves a legacy
Incorporate your real estate portfolio into your retirement and legacy plan
Create a business plan that will help transfer your business to the next generation
Strategize with Inspire advisors on philanthropic pursuits and fund them in a way that benefits your taxes
Build an estate planning strategy that considers taxes, loved ones, and a smooth transition to your heirs
Gain clarity with complex employee benefit plans and stock option disbursement
We can partner with you in ALL things financial

Awarded Best Financial Advisors in Charlotte, NC

Inspire Financial Planning, LLC is rated by Expertise.com as one of the Best Financial in Raleigh, NC, since April 2023. Expertise.com bases its ratings on the following criteria (this list is meant to summarize the relevant factors but is not meant to be all-inclusive): availability, qualifications, reputation, experience, and professionalism. Expertise.com receives compensation from Inspire Financial Planning, LLC in order to obtain and advertise ratings."

Fee-Only Financial Planning Services

We offer fee-only financial planning to our Charlotte clients.

How can we help you?

Click here to speak with a member of our wealth management team

schedule a free call to see if Inspire is right for you

Investment advisory services

We offer professional management of assets and investments on behalf of individuals and families. The primary goal of our investment management service is to achieve the best possible return on investment while managing risks in accordance with the investor's objectives and risk tolerance.

Retirement planning

Our retirement planning services focus on creating a strategy to ensure a financially secure retirement by setting goals, estimating future expenses, and implementing strategies to accumulate and manage the necessary funds.

Income tax planning

We can help you minimize your tax liability. This may include reviewing your tax situation, identifying tax-efficient investments, and planning for future tax events. Our Income tax planning services involve strategies and actions taken to minimize your income tax liability by utilizing available deductions, exemptions, credits, and other tax-saving provisions.

Business succession

There are over 30 million business owners in the U.S., and 75% of them do not have an exit strategy. We can help you build an exit strategy so that you can segue into a peaceful retirement. If you'd like to speak with an advisor about your business succession, click here.

Real estate planning

Inspire’s Real estate planning involves strategic decision-making and coordination of real estate assets to achieve various goals, including wealth preservation, tax efficiency, and estate planning. Two key concepts in our real estate planning are Delaware Statutory Trusts (DSTs) and 1031 exchanges.

We can help our clients navigate the complexities of DST investments and incorporate them into their overall financial and estate planning strategies. Our role is to assist clients in understanding the benefits, risks, and potential tax implications of DSTs, and to develop a personalized plan that aligns with their investment objectives and financial goals.

Key Features of our DST & 1031 Exchange Services

Client Education and Analysis
Replacement Property Identification
Due Diligence
Tax Considerations
Transaction Coordination
Compliance with IRS Regulations
Integration with Your Financial Plan

Speak with and advisor today

Speak with an advisor today or reserve time for an introductory phone call.

(910) 448-1450

speak with an advisor