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.
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?”
Crown Wealth Group is excited to announce the addition of Laura Grice to their growing team and Charlotte office.
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.