Broker Check

Client Communities

Professional Wealth Management Services LLC is headquartered in Statesville, North Carolina, a suburb of Charlotte in the foothills leading to the North Carolina Mountains. Statesville is the hometown of many of the firm's first clients and will always hold a special place in the history of Professional Wealth Management, in addition to being a comfortable “Main Street” locale for associates to meet and work together.

Founded in North Carolina, Professional Wealth Management is blessed to have built a rich history of serving other North Carolina communities including Wilkes County, Kannapolis, Concord, Lake Norman, Hickory, Maiden, Lincolnton, and The Triad.  Several mountain and beach towns within the state have been home to clients as well.

In planning secure futures for clients and developing a “next generation” firm to serve current clients and their heirs, Professional Wealth Management has been fortunate in working alongside bright minds within the technology center of Silicon Valley (CA) as well as multi-sector centers such as Boulder (CO) and Austin (TX).  The bio/tech/pharma center of the Research Triangle (NC) and the financial center of Charlotte (NC) have also been influential in connecting paths for the future.

Other states where client have lived or worked include South Carolina, Alabama, Georgia, Florida, Wisconsin, and Arizona. Always seeking to make client service and the client relationship as convenient and comfortable as possible, Professional Wealth Management has enjoyed a relationship with Regus, a leading provider of executive meeting space, conferencing, and other virtual office services to ensure positive and professional settings for us to catch up with "long distance" clients or work when we are "on the road" for business travel.