Important Decisions, Simple Solutions!
Offering Financial Advisory to Clients to Help Them Achieve Their Financial Goals
Financial Consulting Services in Lake Norman Area
MISSION STATEMENT
Our main focus is on the client and on building a long-term trusting relationship with an open line of communication. It is our obligation to work toward our client's retirement needs and to service each client with personal attention.
WHY CHOOSE US
Sumner Wealth Management provides superior service to assist our clients in pursuing their financial goals. Our experience and commitment to excellence have earned us a reputation as reputable leaders in our community. Our company is always evolving as our customers' needs change, and new opportunities are created in the market. We are responsible for knowing you and your business thoroughly and working closely with you as a team to ensure we provide solutions tailored to your needs.
OUR SPECIALITIES
We offer a wide variety of services to our clients to assist them in their financial decisions and help them achieve their financial goals.
- Business & Personal Financial Planning
- Business Continuation Strategies
- Retirement Plan Consulting & Design (401k)
- Investment Programs
- Tax & Estate Planning Strategies
- Life, Health, Disability, and Long-Term Care Insurance
- Medicare Supplement Plans
DISCLAIMER
Securities are offered through Parkland Securities, LLC., a member of FINRA / SIPC. Investment advisory services are offered through Sigma Planning Corporation, a registered investment advisor. Sumner Wealth Management Inc. is independent of Parkland Securities, LLC., and Sigma Planning Corporation.
Sumner Wealth Management does not offer tax and/or legal advice. Please consult your tax or legal professional regarding your personal situation.
For further information, please feel free to get in touch with us. We are friendly and always ready to answer all your questions.
