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Upcoming Events

July 21, 2026

6:30p - 8:30p

Atrium Heath Waxhaw Hospital

Tax Planning And Estate Planning Workshop

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Office: 704-256-4542

Office: 212-404-7002

Fax: 646-861-4697

400 East South Main Street

Suite 2

Waxhaw, NC 28173

admiraltywealth@kingswoodus.com

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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.

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Tom 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. Working with an advisor who subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with Kingswood and is not sponsored or endorsed by Kingswood US or its affiliates.