Fairview Financial

Vine & Branch Capital is a financial advisory firm based in Charlotte, NC, dedicated to cultivating client relationships built on integrity and straightforwardness. Their experienced team provides customized, goal-based planning and guidance for high-net-worth individuals, corporate executives, business owners, and non-profit organizations, helping clients build, manage, preserve, and transition their wealth through prudent, objective, and independent investment strategies. With a focus on active communication and accountability, Vine & Branch Capital aims to instill confidence in their clients by providing clear explanations, breakdowns, and justifications on the performance of their portfolios. Their comprehensive, results-focused investment plans, developed with the guidance of their team, enable clients to pursue long-term financial success through every stage of life.Generated from the website

Calamita Wealth Management is a fiduciary financial advisory firm serving clients in Charlotte and beyond. We offer a range of financial planning services, including retirement and tax planning and investment management. Our investment management strategies are designed to help you grow your wealth while minimizing risk. Additionally, we specialize in helping Wells Fargo Bank employees maximize their Wells Fargo benefits package and implement customized tax planning strategies. As Fee-Only Advisors and CFP professionals, we provide our clients with unbiased financial advice. Our approach is one that solely benefits the client, no hidden charges and no conflicts of interest to sell a certain product line or company offering.