TAGStone Capital
Investing
Why pick this one
TAGStone Capital specializes in goals-based wealth management and acts as a fiduciary, ensuring they prioritize their clients' best interests.
Best for
- individuals focused on personalized investment strategies
- families seeking comprehensive wealth preservation
- business owners needing 401(k) services
Look elsewhere if
- those looking for commission-based investment advice
- clients needing immediate high-frequency trading services
Specialties
- investment management
- wealth preservation
- 401(k) and retirement services
Certifications
- CFA
- CERTIFIED FINANCIAL PLANNER™
What makes them different
- fee-only registered investment advisor
- acts as a fiduciary to clients
- focuses on goals-based wealth management
- global reach with respected financial institutions
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6135 Park South Dr, Charlotte, NC 28210-0099
- Phone
- +17045338900
- Website
- https://tagstonecapital.com/
- reid.culp@tagstonecapital.com
Services
- goals-based wealth management
- holistic wealth management