Davidson, NC Office

7PW Wealth provides discretionary portfolio management and financial planning to individuals—including high‑net‑worth clients—as well as a range of institutions and entities such as corporations, pension and profit‑sharing plans, trusts, estates, foundations, and charitable organizations. Financial planning is included as part of advisory services and the firm constructs personalized investment policies through an intake questionnaire and ongoing client discussions.

The firm uses both top‑down and bottom‑up fundamental analysis alongside selective technical analysis for equity selection, and maintains three model strategies (Aggressive Appreciation, Balanced Growth, and Conservative Income) that allocate across equities, fixed income, alternatives, and cash. 7PW may employ portfolio-level borrowing (margin) in separately managed accounts when suitable, and also uses instruments such as covered options and structured products within risk parameters disclosed to clients.

A notable structural feature is that the firm’s senior compliance officer operates CloudCFO, an accounting and compliance consulting business, and the firm’s principal also maintains separate consulting entities—an arrangement disclosed in Item 10 that is less common among peers. Combined with a relatively small client base and about $39 million in discretionary assets, these arrangements distinguish the firm in ways that can affect how accounting, compliance, and advisory activities are coordinated.