BDH Investment Holdings, LLC

Weddington Investment Management LLC is a financial services firm based in Charlotte, NC. Specializing in investment management, the company offers personalized financial planning and portfolio management services to individual and institutional clients. With a focus on long-term wealth preservation and growth, Weddington Investment Management LLC aims to help clients achieve their financial goals through strategic investment strategies and risk management. The firm prides itself on providing transparent and objective advice to assist clients in navigating the complexities of the financial markets. Generated from their business information

NaviPath Financial was formed to help individuals and business owners Navigate their unique Path to financial independence. We focus on the dental, medical and business owner markets. Our hope is that by educating clients and giving them the tools to understand their comprehensive financial picture, we can build long term trust and lasting relationships that can help them pursue their goals. We strive to know and understand our clients' financial situation and provide them with quality information, services and recommendations to help them pursue their financial goals.