DESTINATION WEALTH ADVISORS
Guiding families and businesses toward lasting financial freedom.
As a trusted financial advisor in North Carolina and Virginia, Destination Wealth Advisors combines personalized guidance with a process-driven approach. Our independent financial planners help you create a comprehensive financial plan that aligns with your goals, values, and life’s journey.
Huntersville, NC
Providing wealth management for Charlotte and Lake Norman families with tailored tax and estate strategies.
Mooresville, NC
Offering retirement planning and investment guidance for Mooresville and surrounding Lake Norman communities.
Raleigh, NC
Delivering comprehensive financial planning and tax strategies for Raleigh-area professionals and business owners.
Roanoke, VA
Serving Roanoke and southwest Virginia with holistic retirement and wealth management solutions.
Your Financial Destination
Comprehensive planning, real people, and a collaborative team approach.
Destination Wealth Advisors was built by experienced advisors who share a vision: to create a regional wealth management firm offering clients a truly comprehensive experience. Our team blends financial planning, investment management, tax strategies, estate planning, and insurance solutions to provide guidance that goes beyond numbers. For over 15 years, our advisors have helped families across North Carolina and Virginia navigate life’s financial complexities with confidence.
Comprehensive Wealth Management Services
Integrated planning across every stage of your financial life.
Financial Planning
A personalized roadmap covering retirement, education funding, cash flow, and life events to help you reach your goals.
Investment Management
Disciplined portfolio strategies aligned with your risk tolerance and long-term objectives.
Estate Planning
Coordination of wills, trusts, and legacy strategies to ensure your wealth is transferred efficiently and according to your wishes.
Tax Planning
Proactive tax strategies to reduce your lifetime tax burden and integrate with your overall financial plan.
Insurance & Risk Management
Life, disability, and long-term care planning designed to protect your family and assets.
What Our Clients Say
Client relationships built on trust, expertise, and partnership.
Comprehensive, Integrated Planning
We combine financial, tax, estate, and insurance strategies to cover every area of your financial life in one cohesive plan.
Collaborative Team Approach
Our advisors work closely with attorneys, CPAs, and other professionals to ensure every piece of your financial picture is aligned.
Regional Expertise, Personal Service
With offices in Huntersville, Mooresville, Raleigh, and Roanoke, we offer local knowledge and personalized attention backed by regional experience.
