Carolinas Telco Capital Advisors

At Focused Wealth, LLC we are committed to helping our clients plan for their financial security. We provide financial, investment, and estate planning solutions that work together to support your unique needs and objectives. Dot Yandle, CPA/PFS, has been a trusted advisor for over 25 years. She exceeds her clients' expectations by delivering exceptional knowledge and guidance. She has successfully combined her tax expertise and wealth management experience to lead clients confidently toward their specific goals. Kristine Pennington has been in the financial services business since 2007. Kristine’s experience includes investment management, financial planning, life insurance and long-term care planning.

Emerald Financial Group was founded with a goal to give our clients a well-rounded, fully comprehensive approach to overall financial planning. This involves every aspect of a person's financial life to make sure each person's financial health is perfectly balanced. As money can be one of the biggest causes of stress that people will face in their life time, our mission is to provide security & peace of mind when it comes to managing your financial household. Our job is not to tell you directly what you can & cannot do with regards to your money. Rather, we are your educators & advisors; ones who will work with you to collaboratively create strategies that will help you find the balance between enjoying today & preparing for tomorrow.

Convergent Financial Partners is a financial planning firm located in Charlotte, NC. The firm provides a wide range of financial services, including financial planning, investment management, wealth management, retirement planning, insurance & risk management, and estate & legacy planning. Convergent Financial Partners has a team of experienced financial advisors who are dedicated to helping clients achieve their financial goals. The firm offers a personalized approach to financial planning and takes the time to understand each client's individual needs and circumstances. Convergent Financial Partners is committed to providing clients with the highest level of service and is dedicated to helping them make informed financial decisions.