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 Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. 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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      Wealth Monitor Newsletter

      Bulletin Board

      Disclosures

      Bret Schardt is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DC, DE, FL, GA, KS, KY, LA, MA, ME, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA.

      Bret Schardt, NMLS # 1871067, and Greg Jorgensen, NMLS # 1563976 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      Greg Jorgensen is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DC, DE, FL, GA, KS, KY, LA, MA, ME, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA.