Crown Wealth Group
Highly Engaged Employees
Highly Engaged EmployeesFinance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
2108 South Blvd Ste 300, Charlotte, Nort...Phone Number
(980) 495-7248Website
www.crownwealthgroup.comRevenue
<$5 MillionIndustry
About Crown Wealth Group
Crown Wealth Group offers a Personal CFO platform that provides family-office solutions tailored for wealthy families seeking comprehensive financial advice and planning. Their services include business strategy, cash flow analysis, generational wealth planning, and lifestyle services, all designed to simplify wealth management for high-net-worth individuals. The firm emphasizes elite execution and accountability, empowering clients to achieve their financial goals and legacy aspirations. With a focus on personalized, goal-based planning, Crown Wealth Group serves affluent families and individuals, including a newly launched division for athletes.Explore more
Crown Wealth Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Crown Wealth Group
<$5M
1-10
Private
<$5M
2019
ZO
Zac O'BrienManaging Director of Athlete Division At Crown Wealth Group
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Crown Wealth Group offers a Personal CFO platform that provides family-office solutions tailored for wealthy families seeking comprehensive financial advice and planning. Their services include business strategy, cash flow analysis, generational wealth planning, and lifestyle services, all designed to simplify wealth management for high-net-worth i... Read More
