Lloyd Wealth Management, LLC

Welcome to Lloyd Wealth Management, LLC.

Please feel free to explore this site to gain better understanding of how we help our clients plan for and meet their financial goals.

If you have come looking for an investment professional to manage your company's retirement or pension plans, or someone to develop a benefits package for the owners and the employees, you have come to the right place.

If you are a successful individual looking for help, you too are in the right place. Lloyd Wealth Management, LLC purpose is to help create and preserve wealth for both businesses and individuals.

After talking to us, you will know you have been heard. We begin by determining your financial and personal goals. We will create a plan designed to help you achieve your goals. Money management is not an easy process. Effective money management involves two important components: managing your investments and preserving your wealth. Our goal is to create financial strategies and provide an extraordinary amount of personal service.

Looking for comprehensive reporting? Our wealth management system monitors all of your investments and updates them on a daily basis. Your financial plan is integrated with this system and provides up to date reporting on your financial condition. This allows both of us the opportunity to review your entire financial situation at any time.

Lloyd Wealth Management, LLC
8045 Corporate Center Drive, Suite 100, Charlotte, NC 28226
Telephone (704) 544-7600

Securities and Investment Advisory Services offered through LPL Financial. member FINRA/SIPC & Registered Investment Advisor. LPL Financial is not affiliated with Ed Lloyd & Associates, PLLC or Lloyd Wealth Management, LLC. Non-securities related products and services are not offered through LPL Financial.

Member of Securities Investor Protection Corporation (SIPC). For explanatory brochure, please visit www.sipc.org.