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Corient Private Wealth LLC, based in Charlotte, NC, specializes in comprehensive wealth management services, including wealth advisory, financial planning, estate and legacy planning, and asset protection. With over 20 years of experience and approximately $3.3 billion in assets under management, the firm emphasizes personalized relationships and a disciplined approach to growing clients' wealth. The team at Corient Private Wealth dedicates themselves to understanding the unique needs of individuals, families, and businesses, ensuring that each financial strategy is tailored to help clients achieve their long-term goals. The firm's commitment to thoughtful insights and a collaborative approach is reflected in their recognition as one of America's top registered investment adviser firms. Generated from the website

William L Trahan is a financial planner based in Charlotte, NC, dedicated to helping clients achieve their financial goals. With a focus on personalized strategies, he offers expert guidance on investment management, retirement planning, and wealth preservation. Located in the vibrant city of Charlotte, his practice is geared towards providing tailored financial solutions to individuals and families seeking to secure their financial futures. Generated from this place's information

Kian Capital Partners, LLC is a Charlotte-based investment firm that specializes in forging enduring partnerships with portfolio companies to ignite growth and build lasting value. With $825 million under management, Kian empowers its portfolio companies with the experience and resources they need to accelerate growth, strive for long-term success, and realize their aspirations. Through their collaborative approach and commitment to genuine partnerships, Kian works side-by-side with management teams, celebrating successes and facing challenges together. They believe in constant open and honest communication, fostering trust and mutual commitment with their partners. Recognized on Inc's Founder-Friendly Investors list for four consecutive years, Kian Capital Partners is dedicated to driving results and creating shared success.Generated from the website