Bret Schardt - RBC Wealth Management Financial Advisor
Why pick this one
Bret Schardt - RBC Wealth Management Financial Advisor serves high-net-worth families and business owners through discretionary Portfolio Focus management across the United States.
Best for
- High-net-worth families seeking wealth accumulation, protection, and transfer planning
- Business owners needing financial services, business lending, or institutional account support
- Clients seeking discretionary portfolio management
- Individuals approaching or experiencing retirement
- Clients needing coordinated retirement, estate planning, insurance, or small-business resources
Look elsewhere if
- Clients seeking emergency financial services or immediate response times
- Clients seeking publicly listed budget pricing
- Clients seeking services outside wealth management, investment management, or related financial planning
Specialties
- High-net-worth family wealth management
- Business owner financial services
- Retirement income planning
- Discretionary portfolio management
- Institutional accounts and business lending
Certifications
- Portfolio Focus Portfolio Manager Accreditation
- Senior Portfolio Manager Group - Portfolio Focus
- Series 3, 7, 24, 31, 63, and 65 exams passed by Bret Schardt
- Life and health insurance licensed
What makes them different
- Bret Schardt and Greg Jorgensen have more than two decades of financial industry experience
- Bret Schardt works predominantly with high-net-worth families and business owners
- The group serves clients across the United States from Wilmington and Charlotte offices
- Bret Schardt is qualified to practice business lending and work with institutional accounts
- Portfolio Focus provides discretionary portfolio management customized to goals, risk tolerance, time horizon, and liquidity needs
- Serves
- Wilmington, Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 1055 Military Cutoff Rd., Suite 200, Wilmington, NC 28405
- Phone
- 9105099550
- Website
- https://us.rbcwealthmanagement.com/schardtjorge...
- bret.schardt@rbc.com
Services
- Wealth management
- Portfolio construction and management
- Retirement planning
- 401(k) plan reviews for employers
- Investment banking solutions
- Credit solutions