Charlotte Street Wealth Partners - UBS Financial Services Inc.

Why pick this one

Charlotte Street Wealth Partners serves high-net-worth families with Jerry Hornowski’s 40 years of experience and CFP® Ashley Schaper in Asheville.

Best for

  • high-net-worth families seeking long-term wealth management
  • clients seeking customized financial strategies
  • individuals wanting a primary source of ongoing financial advice
  • clients seeking financial planning from a CFP® professional

Specialties

  • high-net-worth family wealth management
  • long-term financial goal planning
  • financial life organization

Certifications

  • CERTIFIED FINANCIAL PLANNER (Ashley Schaper, CFP®)
  • Series 7, 9, 10, 63 and 65 licenses (Karyn Laughrun)

What makes them different

  • Jerry Hornowski has over 40 years of experience serving and managing the wealth of high-net-worth families
  • Jerry Hornowski has served as a UBS Senior Vice President and Market Director in Asheville for 22 years
  • Ashley Schaper joined the team after working in UBS Private Wealth Management and at The Vanguard Group
  • Jerry Hornowski was recognized in the UBS Wealth Management Director’s Council in 2025
  • The team is located at 138 Charlotte Street in Asheville, North Carolina

Distilled from this business's own website.

Contact & Location

Address
138 Charlotte Street, Asheville, NC 28801
Phone
8282503532
Website
https://advisors.ubs.com/cswm/?utm_source=Yext&...
Email
ashley.h.schaper@ubs.com

Services

  • wealth management
  • financial advice
  • customized financial strategies
  • financial planning

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