Graves, B Kelly CFP

Capital Wealth Advisors, based in Charlotte, NC, is dedicated to providing personalized wealth advisory and financial planning services, focusing on building long-term relationships with clients. With a commitment to trust and collaboration, the firm offers customized solutions in areas such as estate and legacy planning, asset protection, and investment management. Boasting over 20 years of experience and managing approximately $3.3 billion in assets, Capital Wealth Advisors prides itself on delivering measurable value and insightful guidance to individuals, families, and businesses. The firm's team of seasoned professionals leverages their collective expertise to help clients navigate financial complexities and achieve their financial goals. Generated from the website

At Capital Wealth Advisors, we understand that the smallest details can have the greatest impact. Our focus extends beyond mere transactions; it's about fostering genuine relationships. By taking the time to truly understand your needs, we provide a wealth management experience that is both personalized and collaborative. We offer comprehensive services in wealth management, insurance, and estate planning to individuals, families, and businesses, with a team dedicated entirely to you. With decades of experience in strategic wealth management and a proven track record of delivering significant value year after year, we are committed to your financial goals and aspirations.

Roc Advisory Group is a consulting firm based in Charlotte, NC, specializing in providing strategic advice and guidance to businesses of all sizes. With a focus on financial planning and risk management, the firm offers tailored solutions to help clients navigate complex challenges and achieve their goals. Utilizing a collaborative approach and industry expertise, Roc Advisory Group assists clients in making informed decisions and optimizing their operations for long-term success. The firm's commitment to delivering personalized and practical recommendations sets them apart as a trusted partner in the business advisory space. Generated from their business information