Family Wealth Management in Charlotte, NC

At Family Wealth Partners, we believe managing wealth is more than numbers on a page — it’s about aligning your financial decisions with your values, purpose, and long-term impact. Based in Charlotte, NC, we serve families, business owners, and executives nationwide who want clarity, confidence, and a plan rooted in biblical principles.

Our approach combines Certified Kingdom Advisor® expertise, practical financial planning, and stewardship coaching to help you see your complete financial picture and move forward with peace of mind.

Who Is Family Wealth Management For?

Does this sound familiar? You have significant income or investments, but managing it all feels overwhelming. You’re running a business or leading in your career, yet your personal finances don’t get the same attention you give your work. You want to be a faithful steward, make wise decisions, and see the big picture without spending hours sorting through numbers. Our clients are coachable, value-driven, and ready to delegate so they can focus on the things that matter most — their family, calling, and impact.

Every financial decision shapes your family’s future. That’s why we start with what matters most to you — your faith, your goals, and your calling — before we ever talk about investments or numbers.

Our values-based financial planning process helps you:

  • Gain clarity on your priorities so your money supports them

  • See how your personal and business finances work together

  • Create a comprehensive, actionable plan you can follow

  • Build a strategy that supports generosity, legacy, and long-term impact

We provide a unified dashboard so you can track every part of your financial life in one place — from investments and cash flow to giving goals and family legacy planning.

Values-Based Financial Planning

What’s Included in Family Wealth Management Services?

Our family wealth management services are designed to bring clarity, alignment, and accountability to every part of your financial life. This includes:

  • Values-Based Financial Planning – Aligning your money with your faith, priorities, and goals.

  • Investment Coaching & Management – Portfolios tailored to your needs, including values-based investing options.

  • Stewardship Coaching – Helping you manage resources with biblical wisdom and a long-term view.

  • Cash Flow Planning & Tracking – Knowing exactly where your money goes and how it supports your goals.

  • Business & Personal Integration – Showing you how your work fuels your personal life and future plans.

Christian Financial Advisor Services in Charlotte, NC

As a Christian Financial Advisor and Certified Kingdom Advisor®, our counsel is grounded in biblical wisdom while applying the best of modern financial planning tools.

We work with:

  • Small business owners who need a clear connection between their business and personal finances

  • Corporate executives balancing equity compensation, cash flow, and family goals

  • High-income young families seeking structure, accountability, and financial clarity

Our clients are coachable, willing to delegate, and focused on building a plan that honors both their responsibilities and their values.

Investment Coaching & Values-Based Investing

Investments are an important tool — but they’re not the starting point. First, we establish the purpose behind your investments. Then, we help you manage and grow them in a way that reflects your faith and principles.

Our investment coaching includes:

  • Values-Based Investing and Biblically Responsible Investing options

  • Portfolio design aligned with your goals and risk tolerance

  • Ongoing review and rebalancing for long-term performance

  • Clear explanations so you understand where your money is and why

We believe investments should work toward both financial growth and meaningful impact.

Stewardship Coaching

Managing significant wealth can be complex — especially when you want to handle it in a way that reflects biblical stewardship.

Our Stewardship Coaching gives you a safe, guided space to:

  • Understand your role as a steward of what God has entrusted to you

  • Identify opportunities for generosity without sacrificing your financial health

  • Create systems for wise, informed decision-making

  • Build habits that lead to sustainable wealth and impact

When it comes to aligning your resources with your responsibilities and calling, our role is to provide clarity, accountability, and encouragement.

Why Should I Choose You for Family Wealth Management Services?

Choosing the right advisor means finding someone who understands your values as much as your numbers. Clients choose Family Wealth Partners because we offer:

  • Certified Kingdom Advisor® designation with proven financial expertise

  • A holistic view that connects business and personal finances

  • An all-in-one dashboard for your entire financial life

  • A values-first approach to planning and investing

  • Ongoing accountability to the priorities you’ve set for yourself

Do You Provide Family Wealth Management Services in Charlotte, NC?

Yes — we proudly serve families, executives, and business owners throughout Charlotte, NC and the surrounding areas. This includes neighborhoods like SouthPark, Myers Park, Ballantyne, Dilworth, and Plaza Midwood, as well as nearby cities such as Matthews, Huntersville, and Concord. We also work with clients across North Carolina and throughout the United States through secure virtual meetings.

Why Would I Want These Family Wealth Management Services?

The truth is, wealth without a plan can lead to stress, missed opportunities, and decisions that don’t align with your values. Many of our clients came to us feeling unclear about how their money supported their life’s purpose, unsure how to integrate business and personal finances, or lacking a clear strategy for generosity and legacy. We help you simplify the complex, create a plan you understand, and give you the confidence that your resources are being managed with wisdom and intention.

Frequently Asked Questions

  • A: It’s a designation for financial professionals trained to integrate biblical wisdom with professional financial advice, ensuring your plan reflects both your values and financial goals.

  • A: No. While many of our clients are in Charlotte and Matthews, we serve clients across the U.S. through virtual meetings.

  • A: Yes. Many of our clients are business owners, and we specialize in helping you see how your business supports your personal goals.

  • A: We specialize in values-based and biblically responsible investing, but we also offer traditional portfolio management tailored to your needs.

How Do I Contact You?

Getting started is simple. Contact Family Wealth Partners to schedule a conversation about your goals, priorities, and the vision you have for your wealth.

Phone: (704) 321-0152
Office: 2518 Plantation Center Drive, Matthews, NC 28105
Online:https://www.fwpnc.com/

If you want financial clarity, biblical alignment, and a trusted advisor to walk with you, schedule a conversation with Family Wealth Partners today. Together, we’ll create a plan that reflects your values, grows your resources, and builds a legacy worth passing on.