Wealth Tips, Q&As, and Stories From Business Owners In Charlotte NC

founders of charlotte wealth advisors group

In almost every family, there comes a moment when money stops feeling like numbers on a page. Instead, it starts carrying something heavier: responsibility. It might be a founder stepping…

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Wealth

3 Tax-Planning Considerations Ahead of Next Year’s TCJA Sunset with Carolina Wealth Advisors of Janney Montgomery Scott

The Tax Cuts and Jobs Act of 2017 (TCJA) is scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. Carolina Wealth Advisors of…

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Wealth

Protecting Yourself During Tax Season with Carolina Wealth Advisors

It’s tax season and scams are on the rise. Each year, the IRS produces a list of its “Dirty Dozen” tax scams. These scams tend to spike from December through…

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Wealth

Carolina Wealth Advisors Celebrates 20 Years

The Charlotte office of Janney Montgomery Scott, Carolina Wealth Advisors located in SouthPark, is celebrating 20 years as a community leader. Janney traces its roots back to 1832, and has…

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Wealth

Plan For End Of Year With Carolina Wealth Advisors

New to financial planning and investing, or looking to make a change? Chad Kupreanik, CFP®, Executive Vice President of Janney Montgomery Scott, shares his insight on financial planning and some…

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How To Surprise Her With Valentine’s Diamonds

The jewelers at Windsor, a local family-owned business, know a thing or two about guaranteeing a good Valentine’s Day. Now, we know diamonds aren’t the gift for everyone, but if…