Over the course of the last 6 months, we have been working diligently on updating our website to better reflect the growth our firm has experienced in the past 4 years.

Zac brings this increasingly needed knowledge to our firm as we continue to deepen our Personal CFO, single point of contact offering for the families we work with. As with everything we do at Crown Wealth, we work to save our clients time, get them better, more holistic answers and in the end, save them money.

As I reflect on the ensuing three years, it has been a whirlwind of new clients, team members, offices and services offered. Today our team is 9 professionals strong, we have 2 office locations, and we are diligently serving nearly 200 families while managing $200million of investment assets.

Crown Wealth Group is thrilled to announce the addition of Zac O’Brien, Jakin Fox and Amy Olsen to their growing team and new Winston Salem area office. The Greater Piedmont Group was founded in 2009 and will now operate under the Crown brand and Personal CFO model.

Crown Wealth Group, a growing RIA based in Charlotte, NC, has added Douglas Coppola, founder of Client First Advisors, an RIA with 40+ years industry experience based in Chapel Hill, NC, to its advisory business.

Our expanded wealth management division will leverage key aspects of the Personal CFO model. Each new client will go through our behavioral-finance based discovery process where we dig deep into their life path, financial DNA and true-life goals. We complete an assessment that will include analysis and specific recommendations around cash flow management, wealth accumulation, risk management, wealth transfer and other important areas that will cover their entire financial picture.