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
Apr 25, 2019 News CWG News: Serving More Families Through An Expanded Personal CFO Platform 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. Read More
Feb 20, 2019 Events CWG Event: Walk MS Team Party We are raising dollars and signing up team members for Nick and Tyler Kolbenschlag's 2019 Walk MS team 'If You Ain't First You're Last'. They fully intend on being #1 in donations and walk team members for the Charlotte event on April 27th, so let's help them get there! Read More
Feb 8, 2019 News CWG News: Crown Launches Independent RIA Crown Wealth Group is extremely proud and excited to announce the launch of its fully independent Registered Investment Advisory firm (RIA), putting us in an elite group of pure fiduciaries. Read More
Sep 28, 2018 News CWG News: Making A Difference In Our Community Nick Kolbenschlag is honored to have accepted a seat on the Marketing and Development Committee for America’s ToothFairy and will be leveraging Tyler Kolbenschlag to make the most of this exciting opportunity. America’s ToothFairy was formed in 2006 to address the children’s oral health crisis in the US. As a resource provider, America’s ToothFairy increases access to oral health care by supporting non-profit clinics and community partners delivering education, prevention and treatment services for underserved children. More information can be found on their website: http://www.ncohf.org/. Read More