{"id":18164,"date":"2025-05-12T15:54:02","date_gmt":"2025-05-12T15:54:02","guid":{"rendered":"https:\/\/pillarwm.com\/investment-firms\/?page_id=18164"},"modified":"2025-05-12T15:54:02","modified_gmt":"2025-05-12T15:54:02","slug":"charlotte-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/investment-firms\/charlotte-to-consider\/","title":{"rendered":"Investment Firms in Charlotte To Consider"},"content":{"rendered":"\n<div class=\"gb-element-b5b2d16e\">\n<div><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n\n\n\n<div>\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-75.png\" alt=\"Investment Firms in Charlotte To Consider\" class=\"wp-image-45292\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-75.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-75-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Charlotte, North Carolina, has become a prominent hub for finance and investment in the southeastern United States. Known for its diverse economy and growing population of high-net-worth individuals, the city offers a wide range of investment firms tailored to various client needs\u2014from venture capital and private equity to financial planning and portfolio management. If you&#8217;re evaluating firms in the region, here are ten investment firms in Charlotte to consider for their strategic insights, personalized services, and commitment to long-term value.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXezVaHH5F1qj4I0AAGuTUbxNOLqXg99y5af53dstVPvTX_iwOlC8QfXhYqiw5xPDFHBP1Si7-arJhTy0hXlqm_g_-A28a2SnJFKqkBCK0m6SiMoBLd_p7IMo5aBPAaoEy3avYSz4w.png\" alt=\"\" class=\"wp-image-45303\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXezVaHH5F1qj4I0AAGuTUbxNOLqXg99y5af53dstVPvTX_iwOlC8QfXhYqiw5xPDFHBP1Si7-arJhTy0hXlqm_g_-A28a2SnJFKqkBCK0m6SiMoBLd_p7IMo5aBPAaoEy3avYSz4w.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXezVaHH5F1qj4I0AAGuTUbxNOLqXg99y5af53dstVPvTX_iwOlC8QfXhYqiw5xPDFHBP1Si7-arJhTy0hXlqm_g_-A28a2SnJFKqkBCK0m6SiMoBLd_p7IMo5aBPAaoEy3avYSz4w-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. PointSquared Ventures<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">PointSquared Ventures is a self-funded private investment firm that builds and grows seed-stage companies in the technology, energy, and infrastructure sectors. With a strong entrepreneurial focus, the firm partners with visionary founders and supports them through capital, mentorship, and strategic resources.<br><strong>Phone:<\/strong> 19802369567<br><strong>Email:<\/strong> info@pointsquared.com<br><strong>Address:<\/strong> 615 S College St, Charlotte, NC 28202<br><strong>Website:<\/strong><a href=\"https:\/\/www.pointsquared.com\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/www.pointsquared.com<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfKZhfmxzGmd2kgMD72y-c8-PyWxvZheTZS-n0Z2RVkDK4J-7g1qfEOSksWUHAHNl8TARf2S96EPFDWu9ogIJErDe7GraNL3j_1x3LQF1LYLTeYD9ZQs8VVMegiLyaA_w7A8AJNig.png\" alt=\"\" class=\"wp-image-45299\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfKZhfmxzGmd2kgMD72y-c8-PyWxvZheTZS-n0Z2RVkDK4J-7g1qfEOSksWUHAHNl8TARf2S96EPFDWu9ogIJErDe7GraNL3j_1x3LQF1LYLTeYD9ZQs8VVMegiLyaA_w7A8AJNig.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfKZhfmxzGmd2kgMD72y-c8-PyWxvZheTZS-n0Z2RVkDK4J-7g1qfEOSksWUHAHNl8TARf2S96EPFDWu9ogIJErDe7GraNL3j_1x3LQF1LYLTeYD9ZQs8VVMegiLyaA_w7A8AJNig-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. McShane Partners<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Founded in 1985, McShane Partners is known for its boutique investment advisory and personalized wealth planning services. Now part of Waverly Advisors, it brings nearly $700 million in assets under management and a deep commitment to fiduciary client care.<br><strong>Phone:<\/strong> 19805853390<br><strong>Email:<\/strong> evanness@mcshanepartners.com<br><strong>Address:<\/strong> 2150 Park Dr, Charlotte, NC 28202<br><strong>Website:<\/strong><a href=\"http:\/\/mcshanepartners.com\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/mcshanepartners.com<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcbzNTHR6tloXD3uVb9XaMQVu1o62HXMqMDUl2etl0gN7jKbEOKIiEPWnJ3OWZCT2LHjqDZN_6sLuTX7HGbTch0aFynJSIcTomGqjH2PD7Phi-ZfUKBr1YP_Q4E2-POUc5pMqqrLA.png\" alt=\"\" class=\"wp-image-45305\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcbzNTHR6tloXD3uVb9XaMQVu1o62HXMqMDUl2etl0gN7jKbEOKIiEPWnJ3OWZCT2LHjqDZN_6sLuTX7HGbTch0aFynJSIcTomGqjH2PD7Phi-ZfUKBr1YP_Q4E2-POUc5pMqqrLA.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcbzNTHR6tloXD3uVb9XaMQVu1o62HXMqMDUl2etl0gN7jKbEOKIiEPWnJ3OWZCT2LHjqDZN_6sLuTX7HGbTch0aFynJSIcTomGqjH2PD7Phi-ZfUKBr1YP_Q4E2-POUc5pMqqrLA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Horizon Investments<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Specializing in goals-based investment strategies, Horizon Investments uses its proprietary GAIN, PROTECT, SPEND\u00ae framework to guide clients through every phase of their financial life. They collaborate closely with advisors to deliver outcome-oriented solutions.<br><strong>Phone:<\/strong> 18663712399<br><strong>Email:<\/strong> jstorjohann@horizoninvestments.com<br><strong>Address:<\/strong> 6210 Ardrey Kell Rd Suite 300, Charlotte, NC 28277<br><strong>Website:<\/strong><a href=\"https:\/\/www.horizoninvestments.com\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/www.horizoninvestments.com<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdExRc4IeWynfrhINgWl-hkQL2xbdFbvKMXUJSQbE4EjRmkP4IAN2d4ZO7Tb_Vn8JBnjO0Oz-YpKaSvoJuxpp1maK6hpckdjdvPpSh_4nv0JrfD0L97CrwAM_vdMPpjI0teXyubuA.png\" alt=\"\" class=\"wp-image-45301\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdExRc4IeWynfrhINgWl-hkQL2xbdFbvKMXUJSQbE4EjRmkP4IAN2d4ZO7Tb_Vn8JBnjO0Oz-YpKaSvoJuxpp1maK6hpckdjdvPpSh_4nv0JrfD0L97CrwAM_vdMPpjI0teXyubuA.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdExRc4IeWynfrhINgWl-hkQL2xbdFbvKMXUJSQbE4EjRmkP4IAN2d4ZO7Tb_Vn8JBnjO0Oz-YpKaSvoJuxpp1maK6hpckdjdvPpSh_4nv0JrfD0L97CrwAM_vdMPpjI0teXyubuA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. Abiding Wealth Advisors LLC<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This values-driven investment and planning firm provides comprehensive services to individuals and businesses navigating life transitions. Since 2009, they\u2019ve focused on building enduring client relationships and legacy-oriented financial strategies.<br><strong>Phone:<\/strong> 18008180301<br><strong>Email:<\/strong> jared@abidingwealthadvisors.com<br><strong>Address:<\/strong> 10815 Sikes Pl STE 320, Charlotte, NC 28277<br><strong>Website:<\/strong><a href=\"https:\/\/abidingwealthadvisors.com\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/abidingwealthadvisors.com<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXc8EPvdmFR1vQ3CJcxYoLMC0-xkY6NVVZovER2StqFkYHsbtylpSsmvym8ddTEbmKxDt1enMFJ71CEgv_nLDDVl4bRx-UHS5s6BM1SqhACnbwP6y8digqUUFfA_iCqypz-LjMwE.png\" alt=\"\" class=\"wp-image-45304\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXc8EPvdmFR1vQ3CJcxYoLMC0-xkY6NVVZovER2StqFkYHsbtylpSsmvym8ddTEbmKxDt1enMFJ71CEgv_nLDDVl4bRx-UHS5s6BM1SqhACnbwP6y8digqUUFfA_iCqypz-LjMwE.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXc8EPvdmFR1vQ3CJcxYoLMC0-xkY6NVVZovER2StqFkYHsbtylpSsmvym8ddTEbmKxDt1enMFJ71CEgv_nLDDVl4bRx-UHS5s6BM1SqhACnbwP6y8digqUUFfA_iCqypz-LjMwE-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5. Carolinas Investment Consulting<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Founded in 2001, CIC is an independent, employee-owned firm managing over $1.4 billion in assets. It offers personalized investment and wealth planning services with a collaborative model that includes coordination with clients\u2019 broader advisory teams.<br><strong>Phone:<\/strong> 17046432455<br><strong>Email:<\/strong> rgreenwood@carolinasinvest.com<br><strong>Address:<\/strong> 5605 Carnegie Blvd #400, Charlotte, NC 28209<br><strong>Website:<\/strong><a href=\"http:\/\/www.carolinasinvest.com\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/www.carolinasinvest.com<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXftS8gObY_MBI7zzxPDl4wmF9OkW48zLEEH0DKHQJjm9nkkUfEYYuWyfb5R0_gIMLTT7LxU23pS9bJ6ZGoU5o-jmicl3TpH5Jb3f7M6j9RBASTsEsnVNSueYEKCjehb8Tu-YFnQ.png\" alt=\"\" class=\"wp-image-45300\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXftS8gObY_MBI7zzxPDl4wmF9OkW48zLEEH0DKHQJjm9nkkUfEYYuWyfb5R0_gIMLTT7LxU23pS9bJ6ZGoU5o-jmicl3TpH5Jb3f7M6j9RBASTsEsnVNSueYEKCjehb8Tu-YFnQ.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXftS8gObY_MBI7zzxPDl4wmF9OkW48zLEEH0DKHQJjm9nkkUfEYYuWyfb5R0_gIMLTT7LxU23pS9bJ6ZGoU5o-jmicl3TpH5Jb3f7M6j9RBASTsEsnVNSueYEKCjehb8Tu-YFnQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>6. Buie Investment Advisors LLC<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Led by seasoned advisor Roderick Buie, this Charlotte-based firm delivers tailored investment strategies for individuals, families, and institutions. BIA emphasizes disciplined financial planning with a client-focused approach.<br><strong>Phone:<\/strong> 17046438030<br><strong>Email:<\/strong> rodbuie@bellsouth.net<br><strong>Address:<\/strong> 6624 Fairview Rd, Charlotte, NC 28210<br><strong>Website:<\/strong><a href=\"http:\/\/www.buieinvestmentadvisors.com\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/www.buieinvestmentadvisors.com<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeOZg-Nd31lRwb_7gkuz2YhKj1E_4iQqL6emkyX3V7-7eddiPqGTBIoC3gL3SqBiumHLL1Q9vonCikcC9_rSSazvPmpoQk3gOWzGEYkf2K2QkVJqqWmKEEUP8bGSUb1XBqzZUGy1Q.png\" alt=\"\" class=\"wp-image-45298\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeOZg-Nd31lRwb_7gkuz2YhKj1E_4iQqL6emkyX3V7-7eddiPqGTBIoC3gL3SqBiumHLL1Q9vonCikcC9_rSSazvPmpoQk3gOWzGEYkf2K2QkVJqqWmKEEUP8bGSUb1XBqzZUGy1Q.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeOZg-Nd31lRwb_7gkuz2YhKj1E_4iQqL6emkyX3V7-7eddiPqGTBIoC3gL3SqBiumHLL1Q9vonCikcC9_rSSazvPmpoQk3gOWzGEYkf2K2QkVJqqWmKEEUP8bGSUb1XBqzZUGy1Q-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>7. Summit Park<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A private equity firm with a focus on lower middle-market companies, Summit Park supports growth-oriented businesses with revenues between $20M and $150M. Their strategy includes operational support and acquisition execution.<br><strong>Phone:<\/strong> 17046543400<br><strong>Email:<\/strong> sstites@summitparkllc.com<br><strong>Address:<\/strong> 300 S Tryon St #1210, Charlotte, NC 28202<br><strong>Website:<\/strong><a href=\"http:\/\/www.summitparkllc.com\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/www.summitparkllc.com<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdjDa6_TxGdcdeyeUguSatFrAe9f3sFOLYbhM-qNCW6AsLXsBkw4rM4kcytEgdMWDLTMRk5-XVUjU9gbhds5EjBxzy7B47ELh5ujmOkI41LhIXs_mXglgBudJiBqdJD-ECYJPgG.png\" alt=\"\" class=\"wp-image-45302\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdjDa6_TxGdcdeyeUguSatFrAe9f3sFOLYbhM-qNCW6AsLXsBkw4rM4kcytEgdMWDLTMRk5-XVUjU9gbhds5EjBxzy7B47ELh5ujmOkI41LhIXs_mXglgBudJiBqdJD-ECYJPgG.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdjDa6_TxGdcdeyeUguSatFrAe9f3sFOLYbhM-qNCW6AsLXsBkw4rM4kcytEgdMWDLTMRk5-XVUjU9gbhds5EjBxzy7B47ELh5ujmOkI41LhIXs_mXglgBudJiBqdJD-ECYJPgG-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>8. QC Capital<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">QC Capital acquires and manages institutional-grade multifamily and car wash assets across the Southeast. Their data-driven approach appeals to accredited investors seeking reliable cash flow and long-term growth.<br><strong>Phone:<\/strong> 17043270688<br><strong>Email:<\/strong> invest@qccapitalgroup.com<br><strong>Address:<\/strong> 8350 Arrowridge Blvd #1A-9, Charlotte, NC 28277<br><strong>Website:<\/strong><a href=\"https:\/\/qccapitalgroup.com\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/qccapitalgroup.com<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdyLjYuc6PAJnP266rxr3vnG7wOpWMWmS-rlAyIpUH2hRXllGrTR8rrMEgqavQLzBHJY_5mtOj1P3TSeHY5pgLiL2Q8DJHusO_g9jCvUEcbXocOzHDcosDn3Qy5dAA5egxLj0e9yg.png\" alt=\"\" class=\"wp-image-45306\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdyLjYuc6PAJnP266rxr3vnG7wOpWMWmS-rlAyIpUH2hRXllGrTR8rrMEgqavQLzBHJY_5mtOj1P3TSeHY5pgLiL2Q8DJHusO_g9jCvUEcbXocOzHDcosDn3Qy5dAA5egxLj0e9yg.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdyLjYuc6PAJnP266rxr3vnG7wOpWMWmS-rlAyIpUH2hRXllGrTR8rrMEgqavQLzBHJY_5mtOj1P3TSeHY5pgLiL2Q8DJHusO_g9jCvUEcbXocOzHDcosDn3Qy5dAA5egxLj0e9yg-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>9. Cannon Advisors<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Offering a combination of investment management and tax planning, Cannon Advisors also features a proprietary AI-driven strategy for portfolio management. The firm promotes retirement readiness and comprehensive financial health.<br><strong>Phone:<\/strong> 17048492199<br><strong>Email:<\/strong> info@cannonadvisors.com<br><strong>Address:<\/strong> 2108 S Blvd Ste 200, Charlotte, NC 28203<br><strong>Website:<\/strong><a href=\"https:\/\/www.cannonadvisors.com\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/www.cannonadvisors.com<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdnDi8SW7mNtra2QYvi5i4fSZQYmpCZhB4vRgMjFZT_z3a73zeSekU7S_rORrPeypCjV2ojQMmqmRKynvaNUzulCxe3go4yzmdu3IgjSBtyQ3vq62A9elFQ95Id72GBF-CsUaNy9w.png\" alt=\"\" class=\"wp-image-45307\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdnDi8SW7mNtra2QYvi5i4fSZQYmpCZhB4vRgMjFZT_z3a73zeSekU7S_rORrPeypCjV2ojQMmqmRKynvaNUzulCxe3go4yzmdu3IgjSBtyQ3vq62A9elFQ95Id72GBF-CsUaNy9w.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdnDi8SW7mNtra2QYvi5i4fSZQYmpCZhB4vRgMjFZT_z3a73zeSekU7S_rORrPeypCjV2ojQMmqmRKynvaNUzulCxe3go4yzmdu3IgjSBtyQ3vq62A9elFQ95Id72GBF-CsUaNy9w-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>10. Capitalwize LLC<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Capitalwize focuses on helping first-generation wealth builders make informed financial decisions. Through their platform, Capitalwize 360\u00b0, clients access a complete view of their financial life and customized strategic support.<br><strong>Phone:<\/strong> 17048846846<br><strong>Email:<\/strong> harveymcmurray2@gmail.com<br><strong>Address:<\/strong> LLC The RailYard South End, 1422 S Tryon St St 300, Charlotte, NC 28203<br><strong>Website:<\/strong><a href=\"http:\/\/www.capitalwize.co\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/www.capitalwize.co<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Whether you&#8217;re launching a startup, preparing for retirement, or looking to grow long-term wealth, Charlotte offers a robust and diverse investment landscape. Consider exploring these firms based on your specific goals, risk tolerance, and life stage to find a partner that aligns with your vision.<\/p>\n\n\n<!-- HFCM by 99 Robots - Snippet # 1: Awards Layout -->\n<div id=\"badge\" class=\"badge_section\">\r\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span>\r\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! 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