Home
About
Our Services
FAQ
Event Photos

Client Meetings

Keeping tabs on your personal financial inventory.

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!

Contact

Office: 704-256-4542

Office: 212-404-7002

Fax: 646-861-4697

400 East South Main Street

Suite 2

Waxhaw, NC 28173

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Form CRS | Disclosures

Thomas Grimm, AAMS®, registered through Kingswood Capital Partners, LLC, and Kingswood Wealth Advisors, LLC("Kingswood"). Securities offered through Kingswood Capital Partners, LLC, member FINRA & SIPC, and Kingswood Wealth Advisors, LLC, a Registered Investment Advisor, unaffiliated with Admiralty Wealth Management. Content provided for information purposes only and should not be relied upon as advice. Kingswood and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.