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Advisory Services
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.
Advisory Services
Managed Accounts
Personalized service, leading edge asset allocation models, customized options.
Retirement Planning
Individual or company retirement plans, flexible choices, potential tax savings.
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)
