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.


We are available to meet at either of our offices:


Charlotte Office:
6000 Fairview Road, Suite 500
Charlotte, NC 28210

(704) 264-2740 

Wilmington Office:
1055 Military Cutoff Road, Suite 200
Wilmington, NC 28405
(910) 509-9550


GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Meet the team

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.

Bulletin Board