Planning a visit to Cornelius, Davidson, Mooresville or Huntersville?
Passport Wealth Management is located in the Lake Norman region of the Charlotte metro area. We’re just minutes off of I-77, between exits 25 (Huntersville/Birkdale Village) and 28 (Cornelius/Lake Norman).
Just 20 minutes from Uptown Charlotte, Lake Norman has terrific shopping, restaurants and of course, the lake! If you are coming from Charlotte we encourage you to take the opportunity to spend a relaxing day on Lake Norman, or head to one of our wonderful local restaurants.