Giles Almond, CFP®, CPA, CIMA®
Charlotte, North Carolina, 28202
Member Since 2004
We believe that wealth in and of itself is neither good nor evil - but its abundance, scarcity, and way it is used have a profound and powerful impact on our lives. Our purpose is to help clients use their wealth to meet their financial and life goals - in creative, positive, and responsible ways. We believe our clients\' wealth can become a powerful positive force when it is properly channeled and managed, benefiting our clients, their families, and ultimately our society as a whole.
My Location
Background Information
Years of Financial Experience
- 30
Education
- UNC Wilmington (BS - Accounting)
Certifications and Designations
- CFP®
- CPA
- CIMA®
Association Memberships
- NAPFA
- AICPA
- Kingdom Advisors
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- National Advisors Trust Company
- Schwab
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them upon request
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 109873
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Matrix Wealth Advisors, Inc.
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Hedge Fund, Commodities, REITs, Equity, Limited Partnerships
Visit Website - http://www.matrixwealth.com
