Building and maintaining wealth is a lifetime journey. With our advisory services, we engage you in developing a carefully crafted plan based on your goals, risk tolerance and time horizon. Then we meet with you on a periodic basis to determine if you are on track to meet your goals or if your plans have changed. Every step of the way you have access to our friendly, professional guidance with our highly personal and customized approach to managing your assets.
Individual or company retirement plans, flexible choices, potential tax savings.
Uwharrie Investment Advisors is a subsidiary of Uwharrie Capital Corp and an affiliate of Uwharrie Bank.
Retail brokerage and insurance products are offered through Private Client Services, LLC (2225 Lexington Rd., Louisville, KY 40206; phone: 502-451-0600). FINRA and SIPC member. Operates under the marketing name of Uwharrie Investment Group. Private Client Services, LLC and Uwharrie Capital Corp., along with their affiliates and subsidiaries are separate, distinct, and unaffiliated entities.
Securities and insurance offered are not bank deposits, not insured by the FDIC or any other state or federal government agency, not obligations of or guaranteed by any financial institution, and are subject to risk and may lose value. Risk(s) will vary depending on investments 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)