Oak Capital Mortgage

R.J. Schrift Private Asset Management is a trusted financial services firm located in Belmont, North Carolina. Specializing in retirement planning, business exit planning, investment portfolio management, and tax reviews, the company has been helping individuals and businesses achieve their financial goals. Led by a team of experienced financial planners and investment advisors, R.J. Schrift Private Asset Management takes a personalized approach to financial planning. The firm's services include comprehensive retirement planning to help clients achieve their long-term financial objectives, as well as business exit planning to ensure a smooth transition during ownership changes.

We're here for you in Charlotte, NC to help support your financial goals with personalized attention and empowering everyday banking with self-service tools you can count on. Stop by or make an appointment. Deposit products offered by Wells Fargo Bank, N. A. Member FDIC.

Greer & Walker, founded in 1984, is a certified public accounting and consulting firm located in Charlotte, N.C. It specializes in audits, reviews and compilations; succession planning and valuations; fraud prevention and detection; business entity selection; and financial planning. It offers a range of assurance and advisory services, as well as a range of tax specialties, including international tax planning and business entity selection. In addition, the firm offers cash flow and budgeting analysis, estate planning, financial forecasts and projections, forensic accounting and litigation support services. Through its affiliated firm, GW & Associates, the firm provides fee-based investment advisory services. Greer & Walker is a member of various professional and trade organizations, including the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants and the Public Company Accounting Oversight Board.