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Featured Publications, Crown News and Events


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CWG Publication: How to Start Budget Planning for Your Business

Publisher: Business.com Featuring: Nick Kolbenschlag. "When you take the time to put the numbers to paper, you increase your chances of tracking them to ensure your business succeeds, helping you anticipate future needs, spending habits, profits and cash flow," Kolbenschlag told business.com. "Proper budgeting also allows you to identify problems before they become major issues, giving you the ability to course-correct in real time."

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CWG Publication: 5 Things to Look For When Hiring a Financial Advisor

Publisher: Authority Magazine. Featuring: Nick Kolbenschlag. "I had the pleasure of interviewing Nick Kolbenschlag. Nick is the Managing Partner of Charlotte, NC based Crown Wealth Group, a fully independent firm providing Personal CFO, single point of contact advice and execution to successful individuals, families and business owners. With 12 years of experience being a holistic advisor, planner and consultant, Nick has been recognized as an expert in his industry, most recently being featured in Business Insider and Advisors Magazine. Nick spends his free time traveling with his wife, Jessie, golfing and supporting the National MS Society. Learn more about Nick and Crown Wealth Group at www.crownwealthgroup.com" - Tyler Gallagher

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CWG Publication: Young RIA Firm, Veteran Advisor Team Up In ‘Delayed Acquisition

Publication: Financial Advisor Magazine. When brothers Nick and Tyler Kolbenschlag started their Charlotte, N.C., registered investment advisor firm, Crown Wealth Group, in the spring of 2018, the millennials had a very specific business model in mind and aspirations for growth. Meanwhile, Doug Coppola was going strong 40 years into his investment career, including the past 10 years running his own RIA (with plenty of assistance from his wife, Mary Jo) at Client First Advisors in Chapel Hill, N.C.

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