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Featured Publications, Crown News and Events


3rd Anniversary Reflections and Updates Thumbnail

3rd Anniversary Reflections and Updates

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.

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CWG News: Crown Wealth Group Expands Team and Footprint Thumbnail

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.

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CWG News: Serving More Families Through An Expanded Personal CFO Platform Thumbnail

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.

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