Prior Wealth Planning

CONNECT

Address:

17505 W. Catawba Ave., Suite 100
Cornelius, NC 28031

Phone:

704-536-9900

Fax/Other:

704-765-1812

Our Mission Statement

We are committed to always putting our clients' needs first.  This mission allows us to maintain the highest standards of integrity and professionalism in our relationship with you, our client. We strive to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.