Crown Wealth Group's Personal CFO platform offers comprehensive family-office solutions to affluent families in search of a unified point of contact for all their financial advice, planning, and execution needs.
| Website | http://www.crownwealthgroup.com |
| Employees | 11 (11 on RocketReach) |
| Founded | 2018 |
| Address | 2108 South Boulevard Suite 300, Charlotte, North Carolina 28203, US |
| Technologies | |
| Industry | Financial Services |
| Keywords | Family Office, Personal Cfo, Wealth Management, Financial Solutions, Financial Planning, Wealth Advisory, Financial Advice, Affluent Families, Investment Management, Financial Services, Estate Planning, Portfolio Management, Tax Planning, Financial Consulting, Retirement Planning, Asset Management, Wealth Preservation, Legacy Planning, Risk Management, Insurance Planning |
| Competitors | Fidelity Investments, Morgan Stanley, Vanguard, Schwab Advisor Services, Merrill Lynch, Edward Jones, LPL Financial, Raymond James, Wells Fargo Advisors, T. Rowe Price +43 more (view full list) |
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Crown Wealth Group Questions
Nick Kolbenschlag is the Chief Executive Officer and Co-Founder of Crown Wealth Group.
11 people are employed at Crown Wealth Group.
Crown Wealth Group is based in Charlotte, North Carolina.
Top Crown Wealth Group Employees
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14
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Tyler Kolbenschlag
COO and Co-Founder at Crown Wealth Group
Charlotte, NC, US24 -
15
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Scott Drake
Managing Director – Charlotte at Crown Wealth Group
Charlotte, NC, US12 -
24 -
24
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Bailey Death
Operations Manager at Crown Wealth Group
Richmond, VA, US21 -
Carter Hodgson
Associate Advisor at Crown Wealth Group
Charlotte, NC, US1 -
Sean Casullo
Senior Wealth Planner at Crown Wealth Group
Charlotte, NC, US21 -
Amy Olsen
Client Relations Manager at Crown Wealth Group
Winston-Salem, NC, US13
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