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Wealth Management

At Uwharrie Bank we believe in making a difference with our wealth management services. You are more likely to realize the financial goals you set for your future if you have an action plan to get there and a professional partner to keep you on track. That’s where we come in. We help you solidify your objectives, implement a plan, guide you in the right direction, and monitor your progress along the way. Come soar with Uwharrie Investment Advisors.

Advisory Services

Business Retirement Accounts

CEFEX Certified