Stuart Vaughn
Fiduciary | CERTIFIED FINANCIAL PLANNER™ | Army Veteran
- Role
- Principal & Chief Wealth Strategist at Precision Point Wealth Management
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Stuart Vaughn
I pick up where other advisors leave off so you can spend your life living. I work with successful clients to create a holistic financial plan - to manage their current financial success, preserve assets and help them to realize their vision for the future. I understand complex financial issues and how they can affect your life goals. As a CFP® professional, I am a fiduciary for my clients at all times.
Experience
Principal & Chief Wealth Strategist
Precision Point Wealth Management
Dec 2024 — Present
Precision Point Wealth Management is a boutique wealth management and financial planning firm serving high net worth individuals. Stuart and his team offer well-regarded wealth management & planning services. The objective is to develop enduring relationships with clients by providing professional guidance for a lifetime of financial confidence.Expertise: • Financial Plan Design • Investment Portfolio Management • Net Worth Analysis • Tax Strategies • Insurance Strategies • Education Funding • Retirement Distribution & Income Planning • Transition Planning for Business Owners • Coordinating Concentrated Capital • Estate & Legacy ReadinessSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section.Investment Advice offered through Independent Advisor Alliance, LLC, a registered investment advisor. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
United States Military Academy at West Point
Bachelor’s Degree, International Relations / Political Science; Concentration: Civil Engineering
2007 — 2011
Peninsula Catholic High School
High School, Newport News, VA
2003 — 2007
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