Crown Wealth Group
Financial Advising
Why pick this one
Crown Wealth Group offers a Personal CFO solution that maximizes wealth through strategic tax optimization and real-time financial insight.
Best for
- high-net-worth families seeking comprehensive financial guidance
- executives needing strategic advice for compensation and investments
- families planning for generational wealth transfer
Look elsewhere if
- individuals seeking basic financial planning
- clients needing low-cost investment options
- those requiring minimal or no ongoing financial management
Specialties
- strategic tax optimization
- generational wealth planning
- executive compensation planning
- mergers and acquisitions consulting
- real estate advisory
Certifications
- Certified Private Wealth Advisor®
What makes them different
- provides a Personal CFO solution tailored to families' needs
- offers real-time net worth tracking
- uses an industry-leading technology for asset aggregation
- emphasizes goals-based investing
- integrates lifestyle services with wealth management
Distilled from this business's own website.
Contact & Location
- Address
- 2108 South Blvd, Charlotte, NC 28203-4035
- Phone
- +17043603995
- Website
- https://crownwealthgroup.com/
Services
- financial advisory
- cash flow analysis
- risk management
- estate planning
- goals-based planning and investing