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Keith Laibson

Family Wealth Partners
Investment Advisor

Contact Information:

1028 Lee-Ann Drive, Suite 218
Concord, NC 28025
United States
T: 704-782-9064
www.fwpconcord.com

Years in Business:

 

16

Clients I'm Seeking:

 

Any person who has a 401k, IRA, Mutual Funds, Stocks, etc

About My Business:

 

Family Wealth Partners is an Investment Advisory and Investor Coaching firm. Our energy is focused on working with people who are serious about their goals, desire to grow as they make sound financial decisions, and value the time and experience a true financial professional offers. There are no minimums to work with us. We believe everyone needs competent advice, and make it accessible by requiring no minimum investment or net worth. As an Investment Advisor one of our driving motivators is to save people from the misguided advice perpetuated by the Financial Industry, Wall Street, and even other Advisors. Most people are not even aware of all the buying and selling going on inside the Mutual funds, IRA’s, and other accounts. Nor do they know or understand the impact that activity has on their risk and returns. By having an initial meeting with us or attending one of our education events you can learn in addition to discovering for yourself how we provide our services, what to expect, and how they specifically may be able to help you.

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