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PK
Paul D Knott
Managing Partner
CFP®, CPA
Old North State Wealth Management, LLC1430 Commonwealth Dr., Suite 200, Wilmington, NC 28403
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
As a wealth management firm, we provide a fully integrated financial management platform. This includes advising on all aspects of our client's financial life. Uniquely integrating income, estate and gift tax preparation with comprehensive financial planning.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.