Crown Featured In National Publications

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

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  Thumbnail
Publications

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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Advisor Website Showcase: Crown Wealth Group  Thumbnail
Publications

Advisor Website Showcase: Crown Wealth Group

Publisher: Twenty Over Ten. Featuring: Crown Wealth Group website. At Twenty Over Ten, we have the opportunity to work with amazing clients on a daily basis, which is why we love what we do so much! Once we take a website live, we really look forward to the candid chats that we have with our clients to see how they like their new site and to showcase their unique features and processes. This week, we got to speak with Nick Kolbenschlag, founder of Crown Wealth Group. As a personal CFO, Nick focuses on coordinating all aspects of his clients’ financial needs in order to help them achieve both their personal and financial goals.

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