​Charlotte Wealth Advisors is a relationship-based financial advisory firm committed to understanding clients’ needs, lives, and goals. They emphasize listening, understanding, and connecting to build trust and provide tailored financial guidance. Their services include wealth preservation strategies, retirement income planning, estate planning, family finances, investment advice, and comprehensive financial planning. The firm employs a six-key proposition to organize clients’ financial lives, bringing order to investments, insurance, and estate matters. John Osterberg, a Certified Retirement Counselor (CRC), leads the firm with a focus on these areas. ​