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TOP 30 Family office management in Charlotte, NC
54 results found
Search for local businesses, places and services near you
Atrium Health Primary Care Charlotte Internal Medicine
Atrium Health Primary Care Charlotte Internal Medicine is a doctor's office located at 400 East Morehead Street in Charlotte, North Carolina, United States. The board-certified physicians at this institution specialize in the prevention, diagnosis, and treatment of acute and chronic illnesses that affect adults. They are located within the Dowd YMCA in Charlotte, NC, and are committed to providing the highest quality medical care to patients throughout all phases of their adult lives. As part of Atrium Health, they believe that good health is a team effort and work together to ensure the well-being of their patients.
Piedmont HealthCare – Lake Norman Neurology Charlotte
Piedmont HealthCare – Lake Norman Neurology Charlotte is a medical institution located at 6060 Piedmont Row Drive South, Charlotte, North Carolina, United States. Specializing in neurology, our physicians utilize the latest technology to diagnose and treat complicated neurologic conditions. Our patient-centered approach to treatment options provides comfort to our patients and their families. We welcome new patients from ages 2 years through adult by appointment, and referrals are not always necessary. Our physicians are available after office hours for emergencies, and for non-emergent needs, we ask that you leave a message on our answering machine.
Atrium Health Primary Care Dilworth Family Medicine
Atrium Health Primary Care Dilworth Family Medicine is a trusted healthcare institution located at 1900 Scott Avenue in Charlotte, North Carolina, United States. As a primary care doctor's office, they provide comprehensive medical services for individuals and families in the community. Their team of dedicated healthcare professionals is committed to delivering high-quality, personalized care to help patients achieve and maintain optimal health. Whether you need a routine check-up, treatment for an illness, or management of a chronic condition, Atrium Health Primary Care Dilworth Family Medicine is here to support your healthcare needs.
Modera Wealth Management - Financial Advisors & Financial Planners - Southern Pines, NC
Modera Wealth Management is a leading financial institution located in Southern Pines, North Carolina. Our team of experienced financial advisors and financial planners are dedicated to helping individuals and families achieve their financial goals. Whether you need assistance with investment management, retirement planning, or estate planning, our experts are here to provide personalized guidance and support. Visit us at 140-B Southwest Broad Street to learn more about how Modera Wealth Management can help you secure a stable financial future.
GCG Wealth Management
GCG Wealth Management is a finance institution located at 1415 Vantage Park Drive in Charlotte, North Carolina, United States. No matter where you are in life, the experienced advisors at GCG can provide guidance, coaching, and tools to prepare for life’s uncertainties. Their strategies include common financial tactics as well as unique, sophisticated strategies for more advanced planning needs. With their Personal CFO platform, GCG uses cutting-edge technology to aggregate all your financial information in one place in real time. Whether you need help with wealth transfer strategies, business solutions, family-office style service, alternative investments, or risk management, GCG's team of advisors can customize a solution to meet your needs.
Colony Family Offices
Colony Family Offices is a prestigious finance institution located at 4250 Congress Street in Charlotte, North Carolina, United States. Our team of experienced professionals provides comprehensive wealth management services to high-net-worth individuals and families. With a focus on personalized financial planning and investment strategies, we strive to help our clients achieve their long-term financial goals. Trust Colony Family Offices to provide expert guidance and support in managing your wealth and securing your financial future.
Modera Wealth Management - Financial Advisors & Financial Planners - Tryon, NC
Modera Wealth Management in Tryon, North Carolina, is a leading financial institution offering expert financial advisory and planning services. Our team of experienced financial advisors and planners are dedicated to helping individuals and families achieve their financial goals. Located at 22 Depot Street, Modera Wealth Management is committed to providing personalized and comprehensive financial solutions tailored to each client's unique needs. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, our team is here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Biltmore Family Office, LLC
Biltmore Family Office, LLC is a prestigious finance institution located at 500 East Boulevard in Charlotte, North Carolina, United States. As a leading family office, they provide comprehensive wealth management services tailored to meet the unique needs of high-net-worth individuals and families. With a focus on personalized financial planning, investment management, and estate planning, Biltmore Family Office, LLC is dedicated to helping clients achieve their long-term financial goals and secure their financial future.
Fred Kauffman - TIAA Wealth Management Advisor
Fred Kauffman - TIAA Wealth Management Advisor is a leading financial institution located in Charlotte, North Carolina. As a trusted advisor, Fred Kauffman offers personalized wealth management services to help clients achieve their financial goals. With a focus on retirement planning, investment strategies, and estate planning, Fred Kauffman provides expert guidance and tailored solutions to meet the unique needs of each individual or family. Visit the office at 3440 Toringdon Way to start planning for a secure financial future with Fred Kauffman - TIAA Wealth Management Advisor.
Eastover Capital Management
Eastover Capital Management is a finance institution located at 509 Fenton Place in Charlotte, North Carolina, United States. Since 1988, we have been providing investment management services for individuals and institutions. Our team can be reached at (704) 336-6818. As a fee-only, fiduciary, independent firm manager, we prioritize transparent pricing and minimizing costs, turnover, and taxes for our clients. We take a customized approach to investment management, taking the time to understand each client's unique circumstances and values. Eastover Capital is regulated by the U.S. Securities and Exchange Commission (SEC). Founded by Donn Toney and Robert Pharr, Eastover Capital was one of the first fee-only investment firms in the Charlotte area. Over the years, the institution has evolved and now operates as an Owner Operated firm under the leadership of President & CEO, Will Mackey. Our office, located in the historic Eastover neighborhood, provides a comfortable and inviting space for client meetings.
Charlotte Psychotherapy
Charlotte Psychotherapy & Consultation Group (CPCG) is a doctor's office located at 417 South Sharon Amity Road in Charlotte, North Carolina. Our team of professionals offers psychological tools to help improve the lives of adults and children who may be struggling with various emotional issues such as anxiety, depression, fear, or anger. We also provide support for those dealing with worrisome thoughts, distressing behaviors, or learning disorders. At CPCG, we offer individual therapy, couples therapy, group therapy, and family therapy, as well as psychological assessment and evaluation services. Our forensic psychological services include child custody assessment, court-ordered evaluations, attorney consultation, and trial consultation. Additionally, we provide consultation services to business leaders to help improve organizational effectiveness through executive coaching, leadership training, and team building strategies.
InStride Family Foot Care
Welcome to InStride Family Foot Care, your trusted partner for comprehensive podiatric services in Charlotte, NC. Conveniently located at 8201 Healthcare Loop, Suite 202, our clinic is dedicated to providing exceptional foot and ankle care for patients of all ages. As a leading provider in the field of podiatry, we pride ourselves on our commitment to improving your foot health and overall well-being. At InStride Family Foot Care, you will find a compassionate and experienced team of professionals, led by board-certified podiatrists who specialize in diagnosing and treating a wide range of foot and ankle conditions. Whether you're dealing with common issues like bunions and plantar fasciitis, or require more advanced care for diabetic foot management, our experts are here to help you every step of the way.
Audiology & Hearing Services of Charlotte
Welcome to Audiology & Hearing Services of Charlotte Located at 11121 Carmel Commons Blvd Suite 150, Charlotte, NC 28226, Audiology & Hearing Services of Charlotte is your premier destination for comprehensive hearing care. Our dedicated team of audiologists, led by Dr. Karp and Dr. Saul, is committed to providing personalized hearing solutions tailored to your unique communication needs and preferences.
Bestway Rent To Own
Bestway Rent To Own is a full-service electronics, furniture, and home goods store located at 6325 Albemarle Road in Charlotte, North Carolina. We pride ourselves on offering the lowest total cost of ownership, and if you find a lower price within 30 days, we will beat it or give it to you for free! Our services include same-day delivery and set-up, as well as in-home product demonstrations if the selected product is in stock and ordered before 5:00pm. Spring cleaning? Let us help you give your home a fresh new look with our wide selection of furniture. Check out this month's promotions and sign up to receive special offers, as well as $20 off a new agreement. Current customers can easily manage their accounts through our convenient app, making it simple to check payment due dates, remaining balances, and payment history.
Robert Watson Jr., DDS, PA
Robert Watson Jr., DDS, PA is a reputable dental institution located at 1720 Abbey Place in Charlotte, North Carolina. Dr. Watson and his team are dedicated to providing top-quality dental care to patients of all ages. From routine cleanings to advanced procedures, they offer a wide range of services to ensure optimal oral health. With a focus on patient comfort and satisfaction, Robert Watson Jr., DDS, PA is committed to helping you achieve a healthy and beautiful smile. Visit them today for all your dental needs.
Carolina Dental
Carolina Dental, located at 15830 Ballantyne Medical Place in Charlotte, North Carolina, is dedicated to providing the finest dental care to help patients maintain optimal oral health for a lifetime. Dr. Tara Howell and her experienced team focus on each patient's needs to ensure a comfortable and modern dental experience. Specializing in cosmetic dentistry, Carolina Dental offers advanced techniques and technology to create beautiful smiles. Services include Invisalign for discreet orthodontic treatment, fillings, dental crowns, dentures, and dental implants for restoring natural teeth, and laser dentistry for efficient and improved patient experience. Dr. Howell is highly recommended by patients for her competence and caring nature, with a staff that is attentive and informative. Carolina Dental is committed to providing the best treatment possible and ensuring that patients feel informed and confident during their visit.
Royal Dental Associates
Royal Dental Associates is a premier dental institution located at 8001 North Tryon Street in Charlotte, North Carolina. Led by Dr. Sousan Amiri, our team is dedicated to providing a stress-free atmosphere for all your dental needs. From general and cosmetic dentistry to children's dentistry and soon-to-be available services like sedation dentistry and clear aligners, we offer a wide range of services for a lifetime of personal dental care. We understand the importance of making dental care accessible and affordable, which is why we accept most insurance plans and offer third-party financial options to help manage treatment costs and reduce out-of-pocket expenses. At Royal Dental Associates, we believe that dentistry is an essential part of your overall health routine and strive to provide top-notch care to each and every patient.
Royal Dental Associates - Central Ave
Royal Dental Associates - Central Ave is the best Charlotte dentist for a lifetime of personal dental care. Located at 4930 Central Avenue in Charlotte, North Carolina, our institution offers a wide range of services including general dentistry, cosmetic dentistry, children's dentistry, sedation dentistry, and clear aligner treatments. Dr. Sousan Amiri and our team strive to create a stress-free atmosphere for you and your family's dental care. We accept most insurance plans and provide third-party financial options to help manage your treatment costs and reduce out-of-pocket expenses. Dentistry is an essential part of your overall health routine, and we are committed to providing top-quality care to each patient.
Katelyn Hand - State Farm Insurance Agent
Welcome to Katelyn Hand - State Farm Insurance Agent located in Charlotte, North Carolina! Our agency, led by second-generation State Farm agent Katelyn Hand, is dedicated to providing insurance and financial services to the communities of North Carolina and South Carolina. With a family history in the insurance industry, Katelyn and her team run their agency like a family, emphasizing honest communication, compassion, and respect. Conveniently located in the Ayrsley Community right off I-485 Exit 1, our agency is committed to knowing our customers on a personal level and providing excellent customer service. We offer a range of insurance services including Auto, Homeowners, Renters, Life, Disability, and Business/Commercial Insurance throughout the Charlotte area.
Alex Williamson - State Farm Insurance Agent
Alex Williamson - State Farm Insurance Agent is a dedicated insurance agency located at 1441 Heather Lane in Charlotte, North Carolina, United States. With a background in financial services and a passion for helping others, Alex Williamson offers a wide range of insurance products including car, motorcycle, boat, RV, home, renter's, rental dwelling, condo, business, general liability, workers compensation, commercial umbrella, and life insurance. Fluent in Spanish, Alex and his team serve customers throughout North Carolina and South Carolina, including Matthews, Waxhaw, Indian Land, Fort Mill, and Rock Hill. Alex holds a Chartered Financial Consultant designation from The American College of Financial Services and a B.S. in Business Management and Spanish from the University of North Carolina State. He believes in providing clarity and guidance to his customers to help them plan for the future and protect themselves and their families.
Atrium Health Levine Children's Gastonia Children's Clinic
Atrium Health Levine Children's Gastonia Children's Clinic is a trusted pediatric primary care institution located at 2544 Court Drive in Gastonia, North Carolina, United States. Our board-certified pediatricians and advanced practice providers are dedicated to meeting the unique health needs of children of all ages, including newborns. From routine checkups and immunizations to same-day sick visits and management of chronic conditions, we are committed to helping your child thrive and stay healthy as they grow. We are connected to a network of top pediatric specialists and advanced services, providing seamless access to Atrium Health Levine Children’s Hospital, recognized as the Charlotte region’s only Best Children’s Hospital by U.S. News & World Report. For existing patients, we offer Saturday sick visits from 9 a.m. to 1 p.m. by appointment. Whether you are a new parent or new to the area, choosing a pediatrician is a crucial decision for your child's well-being. Schedule a tour of our clinic to meet our team and see if we are the right fit for your family. Learn about the importance of well-child visits, vaccinations, and what to expect in your child's first year of life. At Atrium Health Levine Children’s, we provide compassionate care from birth and beyond. Schedule an appointment online or call our office to find a pediatrician near you in Gastonia, NC.
FSIoffice (Forms & Supply, Inc.)
FSIoffice (Forms & Supply, Inc.) is a furniture store, home goods store, and general store located at 6410 Orr Road in Charlotte, North Carolina, United States. With over 120,000 square feet of warehouse space, we stock office supplies for every modern workspace, from pens and paper to cutting-edge new products. Whether you're looking for trending office supplies or budget-friendly options, we have everything you need for your business, school, government agency, or home office. Our design professionals can help you improve your workspace with quality office furniture solutions that combine style and functionality. From efficient workstations to breakroom essentials, our team can create a custom layout to fit your space. We also offer installation services to ensure your furniture order is completed seamlessly.
King Law
King Law is a reputable institution located at 1351 North Center Street in Hickory, North Carolina, United States. Specializing in legal services, King Law’s Catawba County office is conveniently situated in the Viewmont Business District, just blocks away from the bustling downtown social district of Hickory. The team at King Law has been serving clients in the area since 2014, with experienced attorneys like Jaron Gurney, Patrick Keeley, Jacob Martin, and Morgan Stacy, as well as dedicated case managers like Cecelia Lehmann and Jacob Moir. The office is easily accessible from Highway 127 and is situated near popular establishments like Fourk and Edward Jones. With a prime location in the foothills of the Blue Ridge Mountains, King Law’s Hickory office is approximately an hour away from Charlotte. Over the years, the office has relocated to various locations within Hickory to accommodate their growing team and client base. At King Law, the team of lawyers and staff in Hickory take a dynamic approach to providing legal advice and representation in a range of areas including criminal defense, domestic violence protection, estate planning, family law, and litigation. Clients can trust King Law to listen to their needs and advocate on their behalf.
Nationwide Insurance: DBA Hub International Southeast
Located at 1001 Morehead Square Drive in Charlotte, North Carolina, Nationwide Insurance: DBA Hub International Southeast is a reputable insurance agency offering a wide range of products and services for businesses and families. With a history dating back to 1969, the Charlotte office of HUB International specializes in property & casualty insurance, employee benefits plan administration & consulting, surety, personal insurance, employee retirement plan advisory services, and private wealth management. The dedicated team at this location has earned the trust and respect of clients for over five decades, with specialties in restaurant groups, construction, transportation, and technology. HUB Retirement and Private Wealth employees provide Securities and Advisory services through various Broker Dealers and Registered Investment Advisers, affiliated with HUB International. The agency also believes in giving back to the community through HUB Gives, supporting projects that benefit children with critical illnesses and empower underserved individuals to reach their full potential.
HUB International
Located at 1213 West Morehead Street in Charlotte, North Carolina, HUB International is a well-established insurance agency with a history dating back to 1969. Offering a wide range of products and services for businesses and families, including property & casualty insurance, employee benefits plan administration & consulting, surety, personal insurance, employee retirement plan advisory services, and private wealth management, the Charlotte office of HUB International has built a reputation for excellence over the past five decades. Specializing in industries such as restaurant groups, construction, transportation, and technology, the dedicated team in Charlotte puts clients at the center of everything they do, creating customized strategies to meet the unique needs of local organizations. Additionally, HUB Retirement and Private Wealth employees provide Securities and Advisory services through various Broker Dealers and Registered Investment Advisers. As part of their commitment to giving back, HUB International actively participates in community projects through their HUB Gives initiative, focusing on supporting children with critical illnesses and empowering underserved individuals to reach their full potential.
Scott Insurance
Scott Insurance, located at 521 East Morehead Street in Charlotte, North Carolina, is a leading insurance agency with a strong focus on employee ownership and community involvement. The Charlotte office, which opened in 2000, is the largest of Scott's North Carolina locations and has experienced significant growth in recent years. With over 40 employee owners, the Charlotte team works together in a unique ESOP environment to provide exceptional commercial insurance and employee benefit services to their clients. The Charlotte office is led by Vice President Andrew Chambers, who has been with Scott since 2001. The team is actively involved in the local community, volunteering and supporting various non-profit organizations such as Second Harvest Food Bank, SOW Much Good, and The Humane Society of Charlotte. Their commitment to giving back has earned them recognition as a repeat recipient of Charlotte Business Journal's Best Place to Work award.
Overton Row Apartments
Overton Row Apartments is a premier real estate agency located at 1201 Central Avenue in Charlotte, North Carolina. Our thoughtfully designed floor plans include studios, 1, and 2 bedroom apartments, all created with everyday living in mind. Each spacious apartment is equipped with state-of-the-art integrated electronics and the finest features and finishes for luxury and comfort. Conveniently located near dining, entertainment, and local nightlife, Overton Row Apartments in Uptown Charlotte offers a pedestrian-friendly neighborhood to explore. Discover a whole new world of living at Overton Row Apartments. Please note that the input form is for bot control purposes only and should not be filled out.
Heather Ridge
Heather Ridge is a modern real estate agency located at 8800 Meadow Vista Road in Charlotte, North Carolina. Our website offers an optimized web accessible version for your convenience. By storing your preferences, we can help you find the perfect home in our community. Our location in the University City South area of Charlotte provides easy access to dining and retail options, as well as outdoor attractions like the Reedy Creek Nature Preserve and UNC Charlotte Botanical Gardens. Our one and two bedroom apartments have been redesigned with your comfort in mind, featuring quartz countertops, GE stainless-steel appliances, and built-in USB outlets. Each apartment also includes an in-home washer and dryer, extra storage, and a cozy balcony or patio for relaxation or entertainment with your pets.
STAT Floor Cleaning & Power Washing Services
STAT Floor Cleaning & Power Washing Services is a premier general contractor and laundry service located at 1606 Abbey Place in Charlotte, North Carolina. Our mission is to ensure your complete satisfaction with impeccable floors and surfaces. As a family owned and operated business, we take great pride in delivering top-quality cleaning services to homeowners, business owners, realtors, builders, property managers, and more in the greater Charlotte area. Our experienced team goes above and beyond to provide deep cleaning and restoration services for all types of surfaces, including hardwood, tile, grout, natural stone, carpets, upholstery, and area rugs. We use state-of-the-art steam cleaning equipment to eliminate stains, odors, and germs, leaving your home or commercial space looking and feeling fresh and sanitized.
Hobart Wealth
family-like atmosphere where everyone works together to help clients achieve their financial goals. I feel proud to be a part of a team that truly cares about our clients' well-being and financial security." In his free time, Thomas enjoys spending time with his wife and two children, exploring the outdoors, and playing golf. He believes in the importance of work-life balance and strives to bring that mindset to his work at Hobart Wealth, ensuring that both clients and employees are taken care of. As the Chief Compliance Officer, Thomas is dedicated to upholding the highest standards of ethics and compliance within the firm, ensuring that all regulatory requirements are met and that clients' interests are always put first. He works closely with the Leadership Team to develop and implement policies that protect both the firm and its clients.
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