We are thrilled for Zac and Amy and their new space!

Over the weekend Crown Wealth Group celebrated its 5-year anniversary as a fully independent advisory firm. After working at prior advisory firms for more than a decade, it’s hard to believe I’m already passing this milestone at Crown. I’d like to take a moment to reflect on the past and look forward to the future together with our team, partners, and clients.

We are thrilled to announce that Crown Wealth Group was ranked #31 in the top 50 fastest growing private businesses in the Charlotte area, awarded to us by the Charlotte Business Journal. We couldn't do this without our amazing team and the families that trust us with their wealth needs.

The CIMA® designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy, and performance measurement.

2022 was a tough year for the economy and the markets, but we successfully navigated the many challenges side by side with our clients. For Crown as a company we welcomed new team members, new clients, and worked extremely hard to keep our client goals on track.