Contact Us - 4Point Wealth Management | Financial Advisor | Davidson, NC

Contact 4Point Wealth Management - Financial Advisors in Davidson, NC

Considering a partnership with 4Point Wealth Management? We welcome inquiries from individuals, families, and business owners seeking personalized financial planning, retirement income strategies, and fiduciary standard guidance.

Our team is based in Davidson, North Carolina, and proudly serves clients across the Lake Norman region and throughout the United States.

4Point Wealth Management
559 Davidson Gateway, Suite 101
Davidson, NC 28036

704.765.1688 MAIN
704.765.1689 FAX

info@4pointwm.com

Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment

Christina McConnell

Jay Tillman

Laura Long

Randi Derene

*Forbes Best-in-State Top Women Wealth Advisors

Christina McConnell in 2026

Laura Long in 2026

*The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

Looking for financial guidance? Submit the form below and a dedicated member of our team will reach out to set up an introductory meeting.

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