Wealth Management Services Charlotte Area

Willingdon Views

No matter how technologically advanced our country gets, core values will always matter. Today, perhaps…
Ted shares his views on interest rates, the global economy, Fed policy, and the election.…
02/24/16: How Markets Bottom
How do markets bottom? Are we close to a bottom? What are investors most concerned…

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Welcome to Willingdon Wealth Management

Building lasting relationships by providing personalized investment management services for high net worth individuals and business owners.

Our Mission

“We pledge to help each client achieve their long-term investment goals. Every relationship we establish will be built upon a commitment to excellence and absolute integrity in all that we do.”