Who We Serve

About KRC Wealth Management

We are committed to helping you pursue your goals – whatever they may be.

Our Story

Since 2005, we’ve been providing professional consulting services to clients from all around the Charlotte area and beyond. From strategic planning to innovative solutions, our focus has always been built on efficient and results-driven relationships. We work with you to create a customized plan of action for yourself and/or your organization. Get in touch with us to learn more about our vision and consulting approaches.

Wealth Management Services for Everyone

Personalized Solutions for Your Unique Financial Journey

Individuals

Whether you're navigating life's milestones or planning for the unexpected, our personalized wealth management strategies are designed to align with your unique financial goals and aspirations. From investment advice to retirement planning, we empower you to make informed decisions for a secure financial future.

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Families

Secure your family's legacy with our comprehensive wealth management services. We offer tailored solutions that encompass estate planning, multigenerational wealth transfer, and education funding strategies, ensuring that your loved ones are well taken care of, today and tomorrow.

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Businesses

Elevate your business's financial health with our expert wealth management services. From cash flow optimization to employee benefit plans, our bespoke solutions support your business objectives, helping you to grow sustainably and reward the people who make it a success.

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Trusts and Estates

Preserve your wealth and honor your legacy with our sophisticated trust and estate planning services. We provide expert guidance on trust establishment, estate administration, and tax-efficient wealth transfer strategies, ensuring your assets are managed according to your wishes and benefit your heirs for generations to come.

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