James D. Stillman has been in the retirement services industry for nearly 20 years. Having discovered that seniors face many challenges that could be helped with proper education and planning, his goals are to serve the senior market by presenting information in an easily understood and applied format so they can make wise choices to protect their assets.
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JDS Wealth Management Corp.
119F Poplar Pointe Drive
Mooresville, NC 28117
Phone: (704) 660-0214
Fax: (704) 660-0227
Welcome to JDS Wealth Management Corp.
JDS Wealth Management Corp. is proud to serve the Lake Norman area as a retirement financial planning group with an emphasis in providing safe*, comprehensive investment strategies for a sound financial future. Our goal is to help you find the path to your successful retirement.
Founder James D. Stillman has been serving retirees and those about to retire in protecting, preserving and growing wealth for nearly 20 years and takes great pride in providing:
At JDS Wealth Management Corp. we will meet and work closely with you to evaluate your current financial health, set your retirement goals, strategize on how we can assist you in achieving your goals, and walk you through every step of the implementation process.
To schedule a time to discuss your retirement future, contact us at firstname.lastname@example.org or call us at (704) 660-0214.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of JDS Wealth Management Corp., and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-only financial planning and investment advisory services are offered by JDS Wealth Management Corp, a Registered Investment Advisor in the State of North Carolina. The presense of this web site shall in no way be construed or interpreted as a solitation to sell or offer to sell investment advisory services to any residents of any State other than the State of North Carolina or where otherwise legally permitted. Insurance Products, services, and affiliations are offered through JDS Enterprizes, Inc.
*Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.