CROWN WEALTH GROUP

By leveraging stock option and equity award plans in a strategic manner, you can unlock substantial potential for generating additional wealth that can help you achieve your personal and financial objectives at a faster pace. Our team first educates you on your plan specifics, then builds an ongoing strategy to ensure you're maximizing the benefit you receive, all while being cautious of the potential tax consequences. We proactively reach out to you when a vesting occurs providing details, recommendations, and an execution plan... Utilizing our industry leading technology, we are able to aggregate all of your assets, liabilities, income, and expenses in one place, in real time. We then organize and keep up-to-date your most important documents in your digital vault so you never have to search for that crucial piece of paper again. Knowledge is power, and having all this data at our fingertips allows us to be proactive in bringing advice to you... Crown Wealth Group's Personal CFO..

Primary location: Charlotte United States