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Personalized Financial Services

Your choice for Financial Services

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

We embrace a team approach and work closely with clients' existing advisors, including attorneys, mediators and tax professionals.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

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Your Financial Future

We believe in a long-term approach to investing, through broad diversification* and asset allocation*. Investment programs are personally designed, based on our clients' preferences with regard to volatility, income needs, and debt. We believe that every plan and investment program is dynamic and must be monitored for changes and updates. Due to our long-term and diversified approach, we understand markets will experience volatility, and strive to keep our clients focused on the future, while mitigating that volatility as much as possible. We believe our investment programs are efficient and our fees are very competitive.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

Your First Source for Personal Financial Services in Charlotte

It’s never too early to start planning for the future, especially with Wilshire Financial at your side. For decades, our staff has helped clients make more educated decisions about their finances - decisions that result in long-term stability and prosperity. Discover the difference we can make in your approach to asset management by reaching out to our firm. We’re happy to provide more information about our suite of financial services Charlotte.

How We Help You Plan

In Charlotte, many locals have benefited from our advisors’ guidance. Before we recommend any one course of action, we take time to understand your current financial situation, as well as get to know your long-term goals. Then, using this information as a point of reference, we’ll recommend services and tools that our firm can use to help you achieve your goals over a period of time.

Whether you’re planning for retirement, interested in investing, or concerned about your budget, you’ll find the answers you need to proceed confidently when you turn to our firm. Below are just a few of the topics we can help you navigate:

  • Retirement Planning
  • Tax Strategies
  • Cash Flow Budgeting

If you’re unsure which services are best suited for your needs, it’s easy to find out. Ask our advisors which strategies can put you on a path that is both stable and expedient as you work towards a more comfortable and secure future.

Why Choose Us?

As experienced financial advisors, we understand the importance of maintaining a dynamic perspective. That’s why we partner with your existing advisors to glean more insight into your financial picture. With your endorsement, we’ll work with your attorney and tax team to ensure we’re recommending the smartest courses of action throughout our partnership.

No matter the financial service you’re interested in, you can rest easy knowing Wilshire Financial will always provide it with the utmost commitment to transparency and integrity. These are our values, and we strive to incorporate them into every client interaction. You can trust our advisors to put your needs first, every time.

Contact us today to request more information about our financial services and learn how we can help you plan for the future. We proudly serve clients in Charlotte, North Carolina, and nearby areas.

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