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.
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.
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/.