{"id":18164,"date":"2025-04-11T16:33:42","date_gmt":"2025-04-11T16:33:42","guid":{"rendered":"https:\/\/pillarwm.com\/wealth-managements\/?page_id=18164"},"modified":"2025-04-22T17:02:32","modified_gmt":"2025-04-22T17:02:32","slug":"charlotte-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/wealth-managements\/charlotte-to-consider\/","title":{"rendered":"Wealth Management 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<h1 class=\"wp-block-heading\"><strong>Wealth Managers in Charlotte to Consider<\/strong><\/h1>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXftxw357NP7DaOlk_xQsWBWMh-pr54bQ7OyU2MhlnGYfiK2UOBTLG3NLBR1FYM9nFJ_Al12QCVTWjFOCbH9ZjeC5sI457smTivi_kAa4o4VotrNFV2y_7g9yVBoS-lMTbe7mU-9OQ.png\" alt=\"\" class=\"wp-image-36156\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXftxw357NP7DaOlk_xQsWBWMh-pr54bQ7OyU2MhlnGYfiK2UOBTLG3NLBR1FYM9nFJ_Al12QCVTWjFOCbH9ZjeC5sI457smTivi_kAa4o4VotrNFV2y_7g9yVBoS-lMTbe7mU-9OQ.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXftxw357NP7DaOlk_xQsWBWMh-pr54bQ7OyU2MhlnGYfiK2UOBTLG3NLBR1FYM9nFJ_Al12QCVTWjFOCbH9ZjeC5sI457smTivi_kAa4o4VotrNFV2y_7g9yVBoS-lMTbe7mU-9OQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Whether you\u2019re 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.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcHFJZ6-ln_S3xSabGKCzqF6TJu4iJaU8jNcphxIKHH1tryspOnmRevJR6ylKvFitWN_i7wkTvWbDn567X5z5AblBFPniOD-CSOdcUdjsNNZixlMHeHylC3XwIg5F0zXnuwMz4tDQ.png\" alt=\"\" class=\"wp-image-36148\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcHFJZ6-ln_S3xSabGKCzqF6TJu4iJaU8jNcphxIKHH1tryspOnmRevJR6ylKvFitWN_i7wkTvWbDn567X5z5AblBFPniOD-CSOdcUdjsNNZixlMHeHylC3XwIg5F0zXnuwMz4tDQ.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcHFJZ6-ln_S3xSabGKCzqF6TJu4iJaU8jNcphxIKHH1tryspOnmRevJR6ylKvFitWN_i7wkTvWbDn567X5z5AblBFPniOD-CSOdcUdjsNNZixlMHeHylC3XwIg5F0zXnuwMz4tDQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Taylor Wealth Management Group<\/strong><\/h3>\n\n\n\n<p>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\u2019s 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.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 7049954606<br>Email: mtaylor@capitalsynergypartners.com<br>Address: 338 S Sharon Amity Rd #163, Charlotte, NC 28211<br>Website:<a href=\"http:\/\/www.taylorwealthmgmt.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> www.taylorwealthmgmt.com<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXejF6ksrh5PbnjqQZqiN7MFNtDzG7O4CYJxhu8PrYtb5vZnG2XEtnjGoeF3WAWhybHh-BPCXfLsOS8n5SO_gFeDuaHFrr4b9f3wdX4mHoPzeOk9B0aVPsf_P-mhU8Nfe2p3oF6c2w.png\" alt=\"\" class=\"wp-image-36153\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXejF6ksrh5PbnjqQZqiN7MFNtDzG7O4CYJxhu8PrYtb5vZnG2XEtnjGoeF3WAWhybHh-BPCXfLsOS8n5SO_gFeDuaHFrr4b9f3wdX4mHoPzeOk9B0aVPsf_P-mhU8Nfe2p3oF6c2w.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXejF6ksrh5PbnjqQZqiN7MFNtDzG7O4CYJxhu8PrYtb5vZnG2XEtnjGoeF3WAWhybHh-BPCXfLsOS8n5SO_gFeDuaHFrr4b9f3wdX4mHoPzeOk9B0aVPsf_P-mhU8Nfe2p3oF6c2w-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>GCG Wealth Management<\/strong><\/h3>\n\n\n\n<p>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.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 7043724491<br>Email: amyers@gcgwm.com<br>Address: 1415 Vantage Pk Dr #250, Charlotte, NC 28203<br>Website:<a href=\"http:\/\/www.gcgwm.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> www.gcgwm.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\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXc-He-1bgSnVJ-B6CZL9oEsHJQbJ0icPXtzLKMvjMtBg4GHY2gcTWiRQKsIPXvLKCOzle2Y63XqFuTGmr6tQmbYn8fhY3-q0ENvZNlGVw58Wya1VVnTXLWqaNHTjUOX4g0rahc5Q.png\" alt=\"\" class=\"wp-image-36157\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXc-He-1bgSnVJ-B6CZL9oEsHJQbJ0icPXtzLKMvjMtBg4GHY2gcTWiRQKsIPXvLKCOzle2Y63XqFuTGmr6tQmbYn8fhY3-q0ENvZNlGVw58Wya1VVnTXLWqaNHTjUOX4g0rahc5Q.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXc-He-1bgSnVJ-B6CZL9oEsHJQbJ0icPXtzLKMvjMtBg4GHY2gcTWiRQKsIPXvLKCOzle2Y63XqFuTGmr6tQmbYn8fhY3-q0ENvZNlGVw58Wya1VVnTXLWqaNHTjUOX4g0rahc5Q-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>TriCapital Wealth Management<\/strong><\/h3>\n\n\n\n<p>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.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 7045718778<br>Email: admin1@tricapitalgroup.com<br>Address: S Executive Park Dr, Charlotte, NC 28210<br>Website:<a href=\"http:\/\/www.tricapitalgroup.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> www.tricapitalgroup.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\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXeUh6jHZL9SnDMEkoY80T0nUIvpgiighNUpYKLnHrS0WGMsY6edotat07BuVVZbbaJZ5mkqsT-vNBFdf4veVKQAkB9qB4EZLS9i2WCOUkqNFGBsQNJbj7Hcw_2f6pFc7YRq-kvf-Q.png\" alt=\"\" class=\"wp-image-36155\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXeUh6jHZL9SnDMEkoY80T0nUIvpgiighNUpYKLnHrS0WGMsY6edotat07BuVVZbbaJZ5mkqsT-vNBFdf4veVKQAkB9qB4EZLS9i2WCOUkqNFGBsQNJbj7Hcw_2f6pFc7YRq-kvf-Q.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXeUh6jHZL9SnDMEkoY80T0nUIvpgiighNUpYKLnHrS0WGMsY6edotat07BuVVZbbaJZ5mkqsT-vNBFdf4veVKQAkB9qB4EZLS9i2WCOUkqNFGBsQNJbj7Hcw_2f6pFc7YRq-kvf-Q-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Clearview Wealth Management<\/strong><\/h3>\n\n\n\n<p>Clearview Wealth Management is a fee-only financial planning and investment management firm based in Charlotte. Committed to fiduciary principles, their Certified Financial Planner\u2122 professionals deliver highly personalized services. With decades of collaborative experience, the firm builds long-lasting client relationships through trust and strategic financial planning.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 7048374317<br>Email: clearview@cvwmgmt.com<br>Address: 6836 Carnegie Blvd STE 200, Charlotte, NC 28211<br>Website:<a href=\"https:\/\/www.clearviewwealthmgmt.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> www.clearviewwealthmgmt.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\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXfKepGozuFv4L9jHCw6ZxQNgE2htIfSDRq79iQzWaIC8D7FwaFbzYXSmsV0xGFsFJHW5_uL7IwAA6bfeX7EYKM0NU4_FBnOspAqLPgHNlfVNauuVFybdFaGAydSdLGdWt-PXG9lgQ.png\" alt=\"\" class=\"wp-image-36149\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXfKepGozuFv4L9jHCw6ZxQNgE2htIfSDRq79iQzWaIC8D7FwaFbzYXSmsV0xGFsFJHW5_uL7IwAA6bfeX7EYKM0NU4_FBnOspAqLPgHNlfVNauuVFybdFaGAydSdLGdWt-PXG9lgQ.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXfKepGozuFv4L9jHCw6ZxQNgE2htIfSDRq79iQzWaIC8D7FwaFbzYXSmsV0xGFsFJHW5_uL7IwAA6bfeX7EYKM0NU4_FBnOspAqLPgHNlfVNauuVFybdFaGAydSdLGdWt-PXG9lgQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Baker Wealth Management<\/strong><\/h3>\n\n\n\n<p>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\u2014all rooted in transparency and fiduciary care.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 7045879596<br>Email: myplanner@bwmteam.com<br>Address: 10955 Winds Crossing Dr #100, Charlotte, NC 28273<br>Website:<a href=\"http:\/\/bakerwealthmanagement.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> www.bakerwealthmanagement.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\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcfLaZAMcfTvHD6Ok4tJcdlyJTckgqgOD2-YiVSHwnXqOALk60eBYqyR1Z18hWFGBY9fDqatCPEAiNTx7f8d4KUxbNr0meZTbGfsB8brkEYOuEA7s7qc_YjIGrJdqGBLwc56IovWw.png\" alt=\"\" class=\"wp-image-36158\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcfLaZAMcfTvHD6Ok4tJcdlyJTckgqgOD2-YiVSHwnXqOALk60eBYqyR1Z18hWFGBY9fDqatCPEAiNTx7f8d4KUxbNr0meZTbGfsB8brkEYOuEA7s7qc_YjIGrJdqGBLwc56IovWw.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcfLaZAMcfTvHD6Ok4tJcdlyJTckgqgOD2-YiVSHwnXqOALk60eBYqyR1Z18hWFGBY9fDqatCPEAiNTx7f8d4KUxbNr0meZTbGfsB8brkEYOuEA7s7qc_YjIGrJdqGBLwc56IovWw-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Epic Capital Wealth Management<\/strong><\/h3>\n\n\n\n<p>Epic Capital Wealth Management delivers concierge-level financial planning with a personal and purposeful approach. Founded by Edward R. Doughty, CFP\u00ae, the Charlotte-based firm offers services such as estate planning, tax strategy, and impact investing. They\u2019re also known for their community involvement and sustainability initiatives.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 7045525200<br>Email: edoughty@epiccapital.com<br>Address: 6135 Park S Dr Suite 527, Charlotte, NC 28210<br>Website:<a href=\"http:\/\/www.epiccapital.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> www.epiccapital.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\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcVQ202IdW7lAIeRfOJOZ1LCmzMHCEU5jSUHxpLaWRkHadbYkFlHApLhpBWLKK1I82pUnGQeXnXcmHWfnFn6FtCKWyk8AtkNs_5b9jfSZowzG75xRBx5jjssQFG6sqzXLl4dBoIkA.png\" alt=\"\" class=\"wp-image-36154\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcVQ202IdW7lAIeRfOJOZ1LCmzMHCEU5jSUHxpLaWRkHadbYkFlHApLhpBWLKK1I82pUnGQeXnXcmHWfnFn6FtCKWyk8AtkNs_5b9jfSZowzG75xRBx5jjssQFG6sqzXLl4dBoIkA.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcVQ202IdW7lAIeRfOJOZ1LCmzMHCEU5jSUHxpLaWRkHadbYkFlHApLhpBWLKK1I82pUnGQeXnXcmHWfnFn6FtCKWyk8AtkNs_5b9jfSZowzG75xRBx5jjssQFG6sqzXLl4dBoIkA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Gaskin Asset Management LLC<\/strong><\/h3>\n\n\n\n<p>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.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 8004072249<br>Email: summer.sneed@gaskinasset.com<br>Address: 7615 Colony Rd #100, Charlotte, NC 28226<br>Website:<a href=\"http:\/\/www.gaskinasset.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> www.gaskinasset.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\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXdtonDbS2WVsy2hI5lM4k67X9BaDFmqRKemx4VNGSpqW4-d61wjvlV0pMGYaJA-7zyUEimIQCixtSiDCQ-efgMC3lxCvawfXhL1_cpm2FaDVeunSc1K7sleUK8z6R0OwYOxfVAI3Q.png\" alt=\"\" class=\"wp-image-36151\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXdtonDbS2WVsy2hI5lM4k67X9BaDFmqRKemx4VNGSpqW4-d61wjvlV0pMGYaJA-7zyUEimIQCixtSiDCQ-efgMC3lxCvawfXhL1_cpm2FaDVeunSc1K7sleUK8z6R0OwYOxfVAI3Q.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXdtonDbS2WVsy2hI5lM4k67X9BaDFmqRKemx4VNGSpqW4-d61wjvlV0pMGYaJA-7zyUEimIQCixtSiDCQ-efgMC3lxCvawfXhL1_cpm2FaDVeunSc1K7sleUK8z6R0OwYOxfVAI3Q-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>New South Wealth Management<\/strong><\/h3>\n\n\n\n<p>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.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 8773226796<br>Email: vcherry@newsouthwealth.com<br>Address: 5960 Fairview Rd Suite 322, Charlotte, NC 28210<br>Website:<a href=\"https:\/\/www.newsouthwealth.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> www.newsouthwealth.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\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXc7Ggl2-m2a0g3rSb8arKzgehVlKt5q7YslQX8WfDjsQXP9OqbgoUlpyJVyZnpjto2SMZw3gxCfcR8Rxn3od1kpdgSSz3Dm2ZkiNtmUL-cFSTlgK1hPLnYzc3jlrGWl3pF2KX8SPg.png\" alt=\"\" class=\"wp-image-36150\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXc7Ggl2-m2a0g3rSb8arKzgehVlKt5q7YslQX8WfDjsQXP9OqbgoUlpyJVyZnpjto2SMZw3gxCfcR8Rxn3od1kpdgSSz3Dm2ZkiNtmUL-cFSTlgK1hPLnYzc3jlrGWl3pF2KX8SPg.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXc7Ggl2-m2a0g3rSb8arKzgehVlKt5q7YslQX8WfDjsQXP9OqbgoUlpyJVyZnpjto2SMZw3gxCfcR8Rxn3od1kpdgSSz3Dm2ZkiNtmUL-cFSTlgK1hPLnYzc3jlrGWl3pF2KX8SPg-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Calamita Wealth Management<\/strong><\/h3>\n\n\n\n<p>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\u00ae, CDFA\u00ae, the firm specializes in income strategies, Social Security optimization, and tax planning, always putting client interests first.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 7042767325<br>Email: todd@calamitawealth.com<br>Address: 6135 Park S Dr #510, Charlotte, NC 28210<br>Website:<a href=\"https:\/\/calamitawealth.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> www.calamitawealth.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\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcEeh34W2nOcKbyMb8bH8KMJAdOIrxkuGd3es8v-QP4mKZtG-4fkGpHseNgt0VZ_jewsYi3kWuWQ3TbuGqqfq8Cm-bQBK8rbIGsonGJvgCGZ7bPTQ4UWQWxVMRcXHe-vMwyBwVqwg.png\" alt=\"\" class=\"wp-image-36152\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcEeh34W2nOcKbyMb8bH8KMJAdOIrxkuGd3es8v-QP4mKZtG-4fkGpHseNgt0VZ_jewsYi3kWuWQ3TbuGqqfq8Cm-bQBK8rbIGsonGJvgCGZ7bPTQ4UWQWxVMRcXHe-vMwyBwVqwg.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcEeh34W2nOcKbyMb8bH8KMJAdOIrxkuGd3es8v-QP4mKZtG-4fkGpHseNgt0VZ_jewsYi3kWuWQ3TbuGqqfq8Cm-bQBK8rbIGsonGJvgCGZ7bPTQ4UWQWxVMRcXHe-vMwyBwVqwg-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Charlotte Wealth Advisors<\/strong><\/h3>\n\n\n\n<p>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.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 7048491001<br>Email: fa.assistance@financialadvisor.net<br>Address: 3530 Toringdon Way Ste 108, Charlotte, NC 28277<br>Website:<a href=\"https:\/\/financialadvisor.net\/financial-advisors\/north-carolina\/charlotte\" rel=\"nofollow noopener\" target=\"_blank\"> financialadvisor.net<\/a><\/p>\n\n\n\n<p>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.<\/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! Simply copy the code below and embed it on your site to highlight your achievement.<\/p>\r\n\r\n<div class=\"badge_content\">\r\n<img decoding=\"async\" class=\"badge_image\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/PillarWM-Finder-Award-2025.png\" alt=\"PillarWM Award\">\r\n\r\n<textarea id=\"badgeCode\" readonly>\r\n<a href=\"https:\/\/pillarwm.com\/wealth-managements\" target=\"_blank\" rel=\"noopener\" title=\"PillarWM Award\">\r\n<img decoding=\"async\" width=\"250px\" height=\"250px\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/PillarWM-Finder-Award-2025.png\" alt=\"PillarWM Award\"><\/a>\r\n<\/textarea>\r\n\r\n<button class=\"btn\" onclick=\"copyCode()\">COPY CODE<\/button>\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* Base styles *\/\r\n.badge_section {\r\n    display: flex;\r\n    flex-direction: column;\r\n    align-items: center;\r\n    justify-content: center;\r\n    background: #f8f8f8;\r\n    padding: 20px;\r\n    text-align: center;\r\n    border-radius: 10px;\r\n    box-shadow: 0 4px 8px rgba(0, 0, 0, 0.1);\r\n    max-width: 600px;\r\n    margin: 20px auto;\r\n}\r\n\r\n.badge_heading {\r\n    font-size: 22px;\r\n    font-weight: bold;\r\n    color: #333;\r\n}\r\n\r\n.badge_text {\r\n    font-size: 16px;\r\n    color: #555;\r\n    margin-bottom: 15px;\r\n}\r\n\r\n\/* Center content *\/\r\n.badge_content {\r\n    display: flex;\r\n    flex-direction: column;\r\n    align-items: center;\r\n    width: 100%;\r\n}\r\n\r\n.badge_image {\r\n    max-width: 250px;\r\n    height: auto;\r\n    margin-bottom: 15px;\r\n}\r\n\r\ntextarea {\r\n    width: 100%;\r\n    height: 80px;\r\n    font-size: 14px;\r\n    padding: 8px;\r\n    border: 1px solid #ccc;\r\n    border-radius: 4px;\r\n    resize: none;\r\n    background: #fff;\r\n    text-align: center;\r\n}\r\n\r\n\/* Copy Button *\/\r\n.btn {\r\n    background: #000;\r\n    color: #fff;\r\n    padding: 10px 15px;\r\n    border: none;\r\n    border-radius: 4px;\r\n    cursor: pointer;\r\n    font-weight: bold;\r\n    margin-top: 10px;\r\n}\r\n\r\n.btn:hover {\r\n    background: #333;\r\n}\r\n\r\n\/* Responsive *\/\r\n@media (max-width: 480px) {\r\n    .badge_heading {\r\n        font-size: 18px;\r\n    }\r\n\r\n    .badge_text {\r\n        font-size: 14px;\r\n    }\r\n\r\n    .badge_image {\r\n        max-width: 200px;\r\n    }\r\n\r\n    textarea {\r\n        font-size: 12px;\r\n        height: 60px;\r\n    }\r\n}\r\n\r\n<\/style>\r\n\r\n<script>\r\nfunction copyCode() {\r\n    var codeBox = document.getElementById(\"badgeCode\");\r\n    codeBox.select();\r\n    document.execCommand(\"copy\");\r\n    alert(\"Code copied to clipboard!\");\r\n}\r\n<\/script>\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Wealth Managers in Charlotte to Consider Whether you\u2019re preparing for retirement, managing generational wealth, or navigating complex financial decisions, partnering with the right wealth manager can help you create a [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":18195,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-18164","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/pages\/18164","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/comments?post=18164"}],"version-history":[{"count":4,"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/pages\/18164\/revisions"}],"predecessor-version":[{"id":36159,"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/pages\/18164\/revisions\/36159"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/media\/18195"}],"wp:attachment":[{"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/media?parent=18164"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}