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McFadyen & Sumner, CPAs PA
Where Good Advice Adds Up

 

 

 

McFadyen & Sumner Wealth Management, Inc. offers a full range of financial services to meet your individual needs through our relationship with 1st Global Capital Corp., Member FINRA/SIPC. We work to help our clients thoroughly examine their financial lives using a system called the Method 10.

Method 10 organizes the key wealth management issues you may face, and helps direct us to craft the solutions you need. The system includes 10 elements that are vital to your financial well-being.

  

Together we can identify the areas of your wealth management picture that need the most work, and begin the process of crafting a plan that addresses all of your needs -- holistically.

 

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. www.finra.org

Investment advisory services offered through 1st Global Advisors, Inc.

We currently have individuals licensed to offer securities in the State of North Carolina. This is not an offer to sell securities in any other state or jurisdiction.