Feb 19, 2022 News CWG News: Zac O’Brien – Certified Divorce Financial Analyst® 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. Read More
Jan 20, 2022 News 3rd Anniversary Reflections and Updates 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. Read More
Jul 8, 2021 Events CWG Event: Concert for a Cause 2021 Please join us Friday August 13th at Amos’ Southend for this year's Concert for a Cause. All proceeds benefit Tyler and I’s Walk MS Charlotte team “If you ain’t first you’re last”, and ultimately the National Multiple Sclerosis Society. Read More
Mar 5, 2020 Events CWG Event: Concert for a Cause For the second year in row, we are raising dollars for Nick and Tyler Kolbenschlag's 2020 Walk MS team 'If You Ain't First You're Last'. Come join us Friday March 27th at Amos’ Southend! Doors open at 8pm, B# will be playing their “Stacy’s Mom Part 2: Stacy’s Revenge” 90’s and 2000's pop/rock set. 100% of the door proceeds will be contributed to the team. Read More
Feb 14, 2020 News CWG News: Crown Wealth Group Expands Team and Footprint 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. Read More
Oct 2, 2019 News CWG News: Crown Wealth Group Focuses on the “M” in “M&A” 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. Read More