Sara
Warntz
Topsail Wealth Management LLC
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About this Advisor
Sara Warntz is a financial advisor based in Charlotte, North Carolina, working with Topsail Wealth Management LLC. Sara has previously held positions at The Vanguard Group, Inc, Independent Advisor Alliance, and Topsail Wealth Management. Sara has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Delaware, Florida, New York, North Carolina, South Carolina, and Texas. Currently, Sara is part of Topsail Wealth Management LLC, which operates out of Charlotte, North Carolina. The firm has 3 employees and manages assets totaling $1.0 billion. Topsail Wealth Management LLC serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Topsail Wealth Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Topsail Wealth Management LLC Brokerage Details
$1,029,879,755
3
597
$1,725,092
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Sara Warntz Work History
Topsail Wealth Management
The Vanguard Group, Inc
Independent Advisor Alliance
Disclosures
Please visit the SEC profile of Sara Warntz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Topsail Wealth Management LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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