How We Serve
Wealth Management is More Than Just Numbers
With a wealth management team of incredibly passionate individuals across the U.S., our firm offers comprehensive financial planning and investment management solutions to a variety of high-net-worth clients, institutions and corporate retirements plans. We understand that asset management is more than just numbers; it’s about working to help our clients thrive and plan for the future.
Waverly Advisors’ Charlotte team can help individuals, families, institutions and businesses through many different services designed to help our clients meet their investment, financial planning and wealth management goals. Our team is intentional about fully understanding the unique goals of each client, and our Certified Financial Planners™ prioritize taking an individualized approach to services. We believe in creating partnerships founded on trust and excellent communication.
Financial Advisors with a Blended Approach
Waverly uses a blended approach of tax, investment management, estate and financial planning services to create a tailored portfolio that works in alignment with our clients’ financial goals and aspirations. In addition to private client services, we can also provide counsel for corporate retirement plans, institutional consulting and family office services. Through our Waverly Women services, our team of advisors can even work with third parties to help women navigate complex legalities and procedures, such as those often associated with significant life changes.
A Fee-Only Wealth Management Firm
Waverly Advisors is a fee-only wealth management firm. Acting independently and free from quotas, fund restrictions and proprietary products, which means that our financial advisors in Charlotte work only in our clients’ best interests. If you’re ready to focus on your financial future, let our asset management team guide you through the process and help you reach your goals.