Strategic Partners

Certified Public Accountant

Richard N. Dawson CPA, PA

4521 Sharon Road, Suite 430-A

Charlotte, NC 28211

(704) 442-8300


Cynthia Thomas CPA

109 Ackert Avenue, P.O. Box 1167

Salisbury, NC 28145

(704) 636-0911


Nuala McGee, CPA, PLLC

7401 Carmel Executive Park Drive, ste 102

Charlotte, NC 28226

(704) 543-0074




Attorney At Law

Lee Weaver

Weaver & Budd, PLLC

352 E Charles St

Matthews, NC 28105



R. Gregory Tomchin

Cranford, Schultze, Tomchin & Allen, P.A.

7257 Pineville-Matthews Road, Suite 2100

Charlotte, NC 28226

(704) 442-1010


J. Andrew Porter, Atty.

Crowell & Porter, P.A.

120 North Jackson Street

Salisbury, NC 28144



*The professionals listed above are not affiliated with, nor endorsed by, Charlotte Wealth Management or LPL Financial and are separate entities. 

You are under no obligation to use the services of the entities shown, and may choose any qualified professional to provide these services.