Featured Publications, Crown News and Events

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.

Three years ago today (January 21st, 2019), Crown Wealth Group was approved as a fully independent investment advisory firm. At the time, it was just Tyler and I in a skyrise coworking office in uptown Charlotte. 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.

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.

While Kolbenschlag's firm doesn't prepare his clients' tax returns, he's done a fair amount of consulting to ensure that the business owners with whom he works don't come back with "sticker shock" when they see the amount they owe. He said he's seen PPP funds end up on the company's profit-and-loss sheet, which artificially inflates its income and thus its tax bill.

Nick Kolbenschlag, a wealth strategist at Crown Wealth Group in Charlotte, North Carolina, explains that very rarely do clients ask for help meeting financial benchmarks such as a 7% return on investments. Instead, he says, they'll ask for assistance meeting specific goals like retiring comfortably, putting three kids through college, or buying a beach house. While these goals require prudent investment strategies that produce healthy returns, that's not all the client is really asking for, Kolbenschlag says. "They are asking for education, clarity, and confidence in achieving their most important goals."

Recently I was speaking with a journalist who was writing an article on the topic of value. Specifically, they posed the question: “How can financial advisors demonstrate added value to their clients?”