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.

Zac O'Brien '09 was a man of many talents in his time at LR. A member of the Bears football team and Theta Chi fraternity, O'Brien was a scholar athlete graduating with a Bachelor of Science in finance and accounting, while earning a place on the dean's list.

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.