Wealth Manager Charlotte NC Services and Expertise

As a wealth manager in Charlotte, NC, our team has extensive experience in providing tailored financial solutions to individuals, families, and businesses. We offer a comprehensive range of services to help you achieve your financial goals.

Our expertise includes investment management, retirement planning, estate planning, and tax planning. We take a holistic approach to wealth management, considering all aspects of your financial situation.

We have a deep understanding of the local market and economy, which enables us to provide informed and effective investment advice. Our team stays up-to-date on the latest market trends and economic developments to ensure our clients receive the best possible guidance.

Our wealth management services are designed to help you build, preserve, and transfer your wealth over time.

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Finding a wealth manager in Charlotte, NC can be a daunting task, but don't worry, we've got you covered. You can use a free tool to match with up to three vetted financial advisors who serve your area.

SmartAsset created a list of the top 10 Charlotte financial advisor firms to make the search easier. You can compare what each firm offers in tables and reviews. One of the top firms is Bragg Financial Advisors Inc., which manages $3,423,863,250 in assets.

To find the right wealth manager for you, consider factors like assets managed, minimum assets, and financial services offered. For example, Biltmore Family Office, LLC has a minimum of $10,000,000 in assets and offers financial services that vary by account type.

You can also look for firms that offer specific services like retirement planning, tax preparation, and tax planning. Linden Thomas and Company, for instance, offers retirement planning, tax preparation, and tax planning services.

Here's a list of some of the top wealth managers in Charlotte, NC:

Don't be afraid to reach out to these firms or use a free tool to find the right wealth manager for you.

At our wealth management firm in Charlotte, NC, we take a personalized approach to helping our clients achieve their financial goals. We understand that every individual has unique needs and circumstances, and we tailor our services to meet those needs.

Our investment strategy is built around long-term growth, with a focus on passive and active passive strategies. We also recognize the importance of short-term investment opportunities and market risks, and we're prepared to make tactical allocations to capitalize on these opportunities or defend against market risks or dislocations.

We offer a range of services, including investment policy statement creation and maintenance, asset allocation strategies, and ad hoc investment research. Our goal is to provide our clients with a comprehensive financial plan that encompasses every aspect of their financial life.

Here are some of the services we offer:

We also believe in maintaining regular and transparent lines of communication with our clients, and we're committed to helping them achieve peace of mind knowing that a dedicated team is monitoring their finances to help make their dreams come true.

At Hobart Wealth, we believe a solid retirement is built on a holistic wealth management plan that encompasses every potential aspect of your financial life. This includes tax-efficient legacy planning, which is crucial to ensure your estate is bequeathed to loved ones in a tax-efficient way, reducing their stress during a trying time.

Our team of experts works with you to prevent your IRA and other qualified accounts from becoming fully taxable after you pass. This is a common concern for many individuals, and we're here to help you navigate the process.

We also offer a range of services, including investment management, charitable giving strategies, and business exit planning. Our team is committed to delivering unbiased advice that serves your interests, not just our own.

Here are some of the key services we offer:

We're committed to transparency and communication, ensuring you're always informed about your financial plan and any changes or updates. Our team is here to support you every step of the way.

By working with us, you'll have access to a dedicated team of experts who will help you achieve your financial goals and build a solid retirement plan.

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Bragg Financial Advisors, Inc. was founded by J. Frank Bragg Jr. in 1997.

Their team averages about three decades of experience in finance, giving them a wealth of knowledge to draw from.

The firm is now principally owned by Benton Bragg, Phillips Bragg, John Bragg III and Steve H. Scruggs.

Bragg's advisors have specific experience working with pension and profit-sharing plans, 401(k) plans and 403(b)s.

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MBL Wealth was founded in 2020 by Luther Lockwood, who is also the majority owner of the firm. The firm is fully owned by MBL Advisors Holding, LLC.

MBL Wealth offers a range of services, including wealth management, financial planning, and retirement plan consulting. They also provide a selection of other advisors and services to help clients achieve their goals.

Their team is led by experienced professionals, including Jonathan Dry as chief strategy officer, Brian Gift as chief investment officer, and Billy Morton as president and CCO. These individuals bring a wealth of knowledge and expertise to the firm.

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MBL Wealth's investment strategy is based on macroeconomic analysis, fundamental analysis, and technical analysis. They also use modern portfolio theory (MPT) to maximize expected returns for a given level of risk.

The firm requires a minimum of $5 million to open an account, although this may be negotiable based on their discretion. This requirement helps ensure that clients have a substantial amount of assets to work with.

MBL Wealth's team holds various professional designations, including CFP, CFA, CLU, ChFC, AEP, RHU, and CIMA. These designations demonstrate their commitment to staying up-to-date with industry developments and best practices.

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Bragg Inc. is a fee-based firm that requires a minimum investment of $1 million to $3 million, depending on the account type. Their team of certified financial planners, chartered financial analysts, and certified public accountants has an average of three decades of experience in finance.

Bragg Inc. was founded by J. Frank Bragg Jr. in 1997 and is now owned by the Bragg family and Steve H. Scruggs. The firm's staff is highly experienced, with a deep understanding of finance.

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The firm offers a range of services, including retirement planning, estate planning, and charitable-giving services. They also have specific experience working with pension and profit-sharing plans, 401(k) plans, and 403(b)s.

Bragg Inc. offers seven portfolio models to choose from, ranging from aggressive to conservative, allowing clients to match their investment strategy to their individual needs. They rely heavily on their own calculations and research to determine clients' asset allocations.

The firm is a fiduciary, meaning they must act in their clients' best financial interest at all times. They also charge commissions when an advisor makes trades for a client's portfolio, and certain advisors may sell financial products.

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Raymond James is a leading wealth management firm with a significant presence in Charlotte, NC. They offer a wide range of financial services, including investment management, retirement planning, and estate planning.

UBS Financial Services is another prominent wealth management firm in Charlotte, with over 200 financial advisors serving clients across the region. Their advisors have access to a vast array of investment products and research tools.

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Morgan Stanley Wealth Management has a large office in Charlotte, with a team of experienced advisors providing investment advice and financial planning services to individuals, families, and businesses. They offer a range of investment products, including stocks, bonds, and mutual funds.

Wells Fargo Advisors is a well-established wealth management firm with a significant presence in Charlotte, offering investment services, retirement planning, and estate planning to clients. Their advisors are supported by a robust technology platform and extensive research resources.

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As a wealth manager in Charlotte, NC, Hobart Wealth takes a proactive approach to managing your investments. They use active investments to help capitalize on fundamental and technical shifts in the market.

Their team monitors the latest trends to identify opportunities and act efficiently. This means they're always on the lookout for ways to grow your portfolio.

Hobart Wealth's active management approach helps control risk, which is especially important in today's economy where stock market price fluctuations can impact your retirement portfolio.

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At Hobart Wealth, a wealth management firm in Charlotte, NC, they believe a solid retirement is built on a holistic wealth management plan that encompasses every potential aspect of your financial life.

Their team of Certified Financial Planners carefully analyzes your portfolio performances and suggests adjustments to ensure your plan is on track.

Hobart Wealth offers a hybrid investment approach that helps adapt to market trends, providing peace of mind and financial security for future generations.

Their client service team is dedicated to coordinating answers to any questions you may have about your plan, providing regular and transparent lines of communication.

By partnering with Hobart Wealth, you can rest assured that a dedicated team is monitoring your finances to help make your dreams come true.

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Hobart Wealth maintains regular and transparent lines of communication with its clients, respecting the faith they put in their wealth management plan. This ensures clients are always informed about their portfolio performances and any suggested adjustments.

The firm's Certified Financial Planners carefully analyze client portfolios and suggest adjustments as needed.

A fee-only firm, Biltmore Family Office, sets a $10,000,000 account minimum and has more than $2.5 billion in assets under management.

Colony Family Offices, LLC, aims to build investment portfolios driven by passive and active passive strategies for long-term growth.

Hobart Wealth's hybrid investment approach adapts to market trends and helps clients achieve their long-term goals.

The firm's team works with clients to create an income planning strategy that protects against inflation and provides spousal security.

Hobart Wealth's experienced team uses a combination of quantitative and qualitative analysis to determine portfolio allocations for its clients.

The firm's Investment Policy Committee oversees the investment process to ensure it aligns with client goals and risk tolerance.

By working with a wealth management firm like Hobart Wealth, clients can enjoy more of their money during retirement and provide peace of mind knowing loved ones are the beneficiaries of their estate—and not the government.

Here are some key services offered by Hobart Wealth:

Healthcare is a significant concern for many of us, and it's essential to be prepared for the unexpected. Healthcare costs increase every year.

Having the right long-term care plan in place can help protect your financial standing. Hobart carefully examines all Medicare plans to find the right one for you and your spouse.

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. They analyzed data on average expenditures for seniors, cost of living, and investment returns to determine how many years of retirement a $1 million nest egg would cover.

Using data from the Bureau of Labor Statistics (BLS) on average annual expenditures of seniors, they adjusted the national average spending levels based on the costs of each expense category in each city. They applied cost of living data from the Council for Community and Economic Research to get accurate results.

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SmartAsset assumed a real return of 2% on the $1 million investment, then divided it by the sum of each annual number to determine how long it would last. This calculation gave them a clear picture of how long $1 million would cover retirement expenses in each city.

The cities where $1 million lasted the longest ranked the highest in the study. This means that some cities are more retirement-friendly than others, and it's essential to consider these factors when planning for your golden years.

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Our company, a wealth manager in Charlotte NC, is a registered investment advisor. We're committed to helping our clients achieve their financial goals.

We have a team of experienced financial professionals who are dedicated to providing personalized service and tailored investment strategies. Our team includes certified financial planners, chartered financial analysts, and portfolio managers.

Our company is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). This ensures that we operate with the highest level of transparency and accountability.

We offer a range of financial services, including investment management, retirement planning, and estate planning. Our services are designed to help individuals and families achieve financial security and independence.

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Charlotte's wealth managers have received numerous accolades for their exceptional services. The Charlotte Business Journal named one of the top wealth managers a "40 Under 40" winner.

Their expertise and dedication to their clients have earned them a reputation as one of the best in the industry.

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We're proud to have been recognized in the 2020 Financial Times FT300. This prestigious list identifies the industry's elite advisers, and we're honored to be included.

The Financial Times and Ignites Research, their sister company, invited over 2,000 RIA companies to apply, and 760 responded. We're proud to have made the final list of 300.

The FT uses a formula to grade advisers based on six broad factors, including assets under management, asset growth, company age, industry certifications, SEC compliance record, and online accessibility. These factors are weighted, with AUM accounting for an average of 72% of each adviser's score.

Here's a breakdown of the factors used in the FT's scoring formula:

The Financial Times and Ignites Research conducted the research on behalf of the FT, and their methodology aimed to identify the industry's elite advisers while accounting for different approaches and specializations.

The Best Places to Work 2021 award is a prestigious recognition in the financial advice industry.

Each year, InvestmentNews compiles a list of top firms that invest in creating a great work atmosphere and culture.

These firms, ranging from small practices to large companies, participate in a program that involves online employee and employer surveys.

The collected information is combined to determine the strengths of each firm and each workplace is ranked on this data.

InvestmentNews recognizes standout employers in the financial advice industry through this annual list.

The firms that make the cut are truly exceptional, offering a work environment that attracts the best employees.

Here are the types of firms that participate in the program:

As a financial advisor in Charlotte, NC, we're not just here to manage your wealth, but to also provide ongoing education and support in various aspects of life.

We believe that financial planning is not just about numbers, but about helping you achieve your goals and improve your overall lifestyle.

Our team of experienced advisors offers personalized guidance to help you navigate the complexities of finances, business, and goal setting.

We're committed to empowering you with the knowledge and tools you need to make informed decisions about your financial future.

By doing so, we can help you achieve a better balance between your finances, lifestyle, and business, ultimately leading to a more fulfilling life.

As a resident of Charlotte, NC, you have access to financial advisors who can help you discover your net worth.

SignatureFD offers financial services in Charlotte, NC and Atlanta, GA.

To get started, you can use calculators and tools to gauge your financial situation.

Financial advisors in Charlotte, NC and Atlanta, GA are ready to help you make informed decisions about your wealth.

SignatureFD has holiday closures, so be sure to check their schedule before reaching out.