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About Us
When it comes to managing your wealth we are here to help. Our local professionals offer independent investment advice, financial planning, insurance underwriting and investment portfolio management.
About
Our Investment Philosophy
Investment management tailored to your personal circumstances, built on trust.
Meet Our Advisors
A team of local professionals, decades of experience, here to help and serve you.
CEFEX Certified
Wealth management decisions, advice that is at all times in your best interest.
Advisory products and services offered by Investment Advisory Representatives through Uwharrie Investment Advisors, a Registered Investment Advisor and subsidiary of Uwharrie Capital Corp and an affiliate of Uwharrie Bank.
Retail brokerage and insurance products offered by Registered Representatives through Private Client Services, LLC. FINRA and SIPC member. Private Client Services and Uwharrie Capital Corp along with its affiliates and/or subsidiaries are separate, distinct, and unaffiliated entities. It is important to note that the securities and insurance offered are: NOT BANK DEPOSITS AND NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY - NOT OBLIGATIONS OF OR GUARANTEED BY ANY FINANCIAL INSTITUTION - SUBJECT TO RISK AND MAY LOSE VALUE. Risk(s) will vary depending on investment made by the client. A Uwharrie Investment Advisor Representative will review these risk(s) with the client prior to investing.
Customer Disclosures and Client Relationship Summary (Form CRS)
