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You Belong at the
Center of Your Portfolio

Designing a Wealth Strategy Personalized to You

Let’s Team Up →

Your Partner in Building Your Future

At AssetWise Financial Group, we work closely with our clients to understand their lives and carefully plan out wealth solutions based on their circumstances, values and goals. Located in Charlotte, NC, it’s our pleasure to not only serve individuals and families in our community but also throughout the country. Whether you’re still working and building your finances or already enjoying retirement, partner with us to help organize, protect and bring direction to your wealth.

Here’s What We Can Do For You


Create a Money Strategy Tailored to Your Goals


Help You Make Decisions as Your Life Evolves


Give You Back Your Time By Overseeing the Details

Personal Advice that Fits Your Life

Our firm is intentionally structured to place you at the forefront of your wealth strategy. We are:


Given that we’re paid directly by you and don’t receive kickbacks for recommending one solution over another, all guidance is entirely tailored to your needs.


Operating independently, we’re able to source from the entire landscape of solutions to find the right option for your distinct financial life and goals.


Whether recruiting from our network or working with yours, we include resources to enhance your strategy—and make sure everyone is on the same page towards your goals. 

Working Together, Let's Create Your Financial Path Forward

Cultivating a Balanced Partnership with You

We’ll do the heavy lifting...

We’ll take care of your portfolio, look after your financial plan, and stay up to date on the market and larger economic happenings.

...but we take a collaborative approach.

We’ll always talk through your options together, be your sounding board when life happens, and communicate about industry updates and your personal progress.

Build Your Investment Plan with Us

Together, we’ll create a portfolio for your specific life situation, priorities and aspirations.

Explore Our Offerings