Let us help you grow more than wealth

Value statement

 We build significant and long-lasting relationships with each of our clients by providing highly intuitive and professional guidance. Since we concentrate on meeting the complex financial needs of only a select number of affluent individuals and families, we are able to deliver an unusually exceptional level of service.

Let's take the next step together

Let us help you achieve what’s important—your personal aspirations, the success of your family and the legacy you leave behind to the world. See how we can help you grow more than just wealth.

Contact us today to set up a meeting.

Pleased to serve you in multiple locations:

We are proud to serve clients in multiple locations. We invite you to contact us to set up a meeting in one of our convenient locations:

Charlotte office - Greg Jorgensen and Kelly Hughes

6000 Fairview Road, Suite 500
Charlotte, NC 28210
(704) 264-2740

Wilmington office - Bret Schardt and Sue Sandstrum

1055 Military Cutoff Road, Suite 200
Wilmington, NC 28405
(704) 264-2781

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Meet the team

team image of Schardt Jorgensen Group

Learn more about the Schardt-Jorgensen Group.

 

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

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