Rich Jakiel's Contact Details

Rich Jakiel's Company Details

Advanced Wealth Strategiesâ„¢

Cornelius, NC, US • 5 - 9 Employees
Financial Services

At Advanced Wealth Strategies™, we understand that wealth is not defined by a product nor a transaction. We understand that financial worries often lead people to make investment decisions based on their emotions. Our purpose is to build trust and confidence, to allow you to take your emotions out of your investments and redirect them back into the things and people that matter to you most. Achieving true wealth means being able to enjoy time with people you love without concerning yourself with financial anxieties.For 7 years, AWS has helped individuals, families, and businesses in the greater Charlotte and Lake Norman areas to navigate the ups and downs of the market, changing tax laws and more.From retirement planning and tax-optimized investment management to 1031 exchanges, and business and family financial planning. AWS collaborates intimately with you to assess and integrate all aspects of your financial life into one, tailor-made comprehensive plan.Disclosures:Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Advanced Wealth Strategies are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions.