St. George Wealth Management is a financial planning and investment advisory firm serving professionals, families, and business owners in the Lake Norman, North Carolina area. It focuses on helping clients within 20 years of retirement coordinate the financial decisions that influence their long-term security, with an emphasis on retirement income and tax planning. Its Anchor Process provides a personalized roadmap shaped around each client’s goals, values, and timeline.

Services include financial planning, tax-smart investment management, retirement income strategies, Social Security and Medicare planning, and business-owner guidance covering entity structure, tax considerations, exit strategies, and wealth transfer. The firm also integrates legacy and estate planning, including support with wills, trusts, powers of attorney, healthcare directives, and beneficiary arrangements. Its planning may address Roth conversions, withdrawal sequencing, capital gains, and Medicare IRMAA exposure.

St. George offers flat-fee financial planning tiers, transparent asset-based investment management, and optional hourly consultations, with no commissions. Planning has no investment minimum; investment management requires a $100,000 minimum.