Wealth Managers in Charlotte to Consider

Whether you’re preparing for retirement, managing generational wealth, or navigating complex financial decisions, partnering with the right wealth manager can help you create a more confident financial future. Below is a list of wealth management firms in Charlotte, North Carolina to consider. These firms provide customized financial strategies designed to meet your specific goals and circumstances.

Taylor Wealth Management Group

Taylor Wealth Management Group, based in Charlotte, North Carolina, is a client-focused financial advisory firm dedicated to helping individuals and business owners achieve their financial goals. Led by President Michael Taylor, the firm offers personalized wealth management and advanced planning services tailored to each client’s unique needs. With a commitment to education and a team-based approach, Taylor Wealth Management emphasizes clear communication and long-term relationships to guide clients through the complexities of personal finance.

Phone: 7049954606
Email: [email protected]
Address: 338 S Sharon Amity Rd #163, Charlotte, NC 28211
Website: www.taylorwealthmgmt.com

GCG Wealth Management

GCG Wealth Management is a privately held financial services firm headquartered in Charlotte, North Carolina. Established in 1994, the firm offers a full suite of services including financial planning, estate and trust strategies, ultra-high-net-worth asset allocation, and business solutions. Through their Personal CFO platform, clients gain real-time visibility into their complete financial picture, helping them make informed decisions with confidence.

Phone: 7043724491
Email: [email protected]
Address: 1415 Vantage Pk Dr #250, Charlotte, NC 28203
Website: www.gcgwm.com

TriCapital Wealth Management

TriCapital Wealth Management is a Charlotte-based fiduciary Registered Investment Adviser (RIA) providing personalized financial planning and investment management. Founded in 1999 by Randall E. White, the firm is focused on helping clients achieve financial clarity and success through customized retirement, estate, and risk planning solutions.

Phone: 7045718778
Email: [email protected]
Address: S Executive Park Dr, Charlotte, NC 28210
Website: www.tricapitalgroup.com

Clearview Wealth Management

Clearview Wealth Management is a fee-only financial planning and investment management firm based in Charlotte. Committed to fiduciary principles, their Certified Financial Planner™ professionals deliver highly personalized services. With decades of collaborative experience, the firm builds long-lasting client relationships through trust and strategic financial planning.

Phone: 7048374317
Email: [email protected]
Address: 6836 Carnegie Blvd STE 200, Charlotte, NC 28211
Website: www.clearviewwealthmgmt.com

Baker Wealth Management

Founded in 2000 by Jason and Dawn Baker, Baker Wealth Management serves clients throughout Charlotte with a focus on personalized, client-centered financial solutions. With over 250 years of combined experience across their team, the firm offers services in wealth planning, estate planning, and risk management—all rooted in transparency and fiduciary care.

Phone: 7045879596
Email: [email protected]
Address: 10955 Winds Crossing Dr #100, Charlotte, NC 28273
Website: www.bakerwealthmanagement.com

Epic Capital Wealth Management

Epic Capital Wealth Management delivers concierge-level financial planning with a personal and purposeful approach. Founded by Edward R. Doughty, CFP®, the Charlotte-based firm offers services such as estate planning, tax strategy, and impact investing. They’re also known for their community involvement and sustainability initiatives.

Phone: 7045525200
Email: [email protected]
Address: 6135 Park S Dr Suite 527, Charlotte, NC 28210
Website: www.epiccapital.com

Gaskin Asset Management LLC

Gaskin Asset Management is a veteran and family-owned firm in Charlotte, offering boutique investment and financial consulting services. In partnership with Raymond James, the firm combines independence with extensive resources to deliver highly personalized financial advice and portfolio management.

Phone: 8004072249
Email: [email protected]
Address: 7615 Colony Rd #100, Charlotte, NC 28226
Website: www.gaskinasset.com

New South Wealth Management

New South Wealth Management is a Charlotte-based firm focused on risk management, wealth accumulation, and preservation. The firm empowers clients with strategies that challenge traditional thinking around money while helping them plan for future financial stability and growth.

Phone: 8773226796
Email: [email protected]
Address: 5960 Fairview Rd Suite 322, Charlotte, NC 28210
Website: www.newsouthwealth.com

Calamita Wealth Management

Calamita Wealth Management is a fee-only firm focused on retirement planning for individuals over 50, particularly those employed at Wells Fargo and Atrium Health. Led by Todd Calamita, CFP®, CDFA®, the firm specializes in income strategies, Social Security optimization, and tax planning, always putting client interests first.

Phone: 7042767325
Email: [email protected]
Address: 6135 Park S Dr #510, Charlotte, NC 28210
Website: www.calamitawealth.com

Charlotte Wealth Advisors

Charlotte Wealth Advisors delivers personalized financial planning and wealth management services in the Charlotte area. Their approach integrates tax-efficient investing, retirement strategies, and wealth preservation. The firm is affiliated with Independent Advisor Alliance and LPL Financial.

Phone: 7048491001
Email: [email protected]
Address: 3530 Toringdon Way Ste 108, Charlotte, NC 28277
Website: financialadvisor.net

Charlotte, North Carolina is home to a broad range of wealth management firms, each offering distinct services for individuals, families, and businesses. From holistic financial planning to specialized retirement strategies, these firms help clients make informed decisions and take charge of their financial future.