Building Generational Wealth, One Smart Investment at a Time
Your Trusted Partner for Wealth Management in Charlotte, NC
About us
We provide personalized investment solutions, empowering families in Charlotte to achieve financial growth and long-term security through expert wealth management and strategic planning.
What we do
Dedicated to helping businesses and individuals navigate the complex world of finance.
At Hammonds & Welton Financial Group, we create tailored investment strategies to meet each client’s unique financial goals. Our mission is to guide individuals and families toward financial security through personalized services.
Services
We offer a wide variety of financial services
01
Financial Strategies
Strategies that integrate your unique goals, ensuring a clear path toward building and preserving your wealth.
02
Investment Planning
Investment plans that align with your risk tolerance and financial objectives including Business Financial Planning, Retirement, Investment, and Legacy Planning.
03
Insurance Guidance
Protect your assets and safeguard your family’s financial well-being with Life Insurance and Health Insurance.
04
Disability Solutions
Know your health is in good hands with Individual or Group Long Term and Short Term Disability.
Wealth Planning in Charlotte, NC
You're in Good Hands
Life Insurance
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Financial Planning
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Disability Solutions
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Get a custom wealth plan and experience your financial future!
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