"Wealth alone does not guarantee happiness. For many of us, the root of our desire for wealth is that we hope having wealth will allow us to have the things we want in life. Because of this, wealth is a means to an end. It is a tool. Like any tool, wealth is most effective when one knows its purpose and how to wield it."
-W.M. Nzambi
Our Process
W.M. Nzambi is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 9335 Harris Corners Parkway, Suite, 175 Charlotte, NC 28269, (704)343-3011.
Mariner Financial Group is independent of Equity Services, Inc.
I am licensed to sell securities in PA, WV, SC, GA, FL, and CA and insurance in: PA, VA and FL. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct business.
CFP® and CERTIFIED FINANCIAL PLANNER(TM) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Meeting your financial goals requires more than good luck. It comes from having a sound game plan. We help you to develop and implement plans to help achieve your goals.
Where would you like to go?
Learning about and helping you identify your wants, needs, and goals is central to your plan. This is your destination
Where are you now?
Creating a clear picture of your current financial position is not only illuminating, it is your point of departure.
How do you get there?
Based on your objectives and your current financial position, reasonable goals are set and practical recommendations are made. This is your map.
When do you leave?
Once your strategy is defined, we help you put your strategy to work.
Are you on course?
Your planning is a dynamic process. During all the changes in your life, we conduct regular reviews to help you stay on course. In your voyage toward your finanical goals, we are your compass, your guide...your Mariner.
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