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

Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

Read GI 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.

Bulletin Board