Charlotte
Proudly Serving North Carolina
Charlotte
3545 Whitehall Park Dr
Suite 180
Charlotte, NC 28273
Your Charlotte Team
Brian Fenn
CFP®, CLU®, ChFC®
Wealth Advisor
Kurt Schafers
JD, CFP®
Wealth Advisor
Deanna Strean
CFP®
Wealth Advisor
Jake Granger
CFP®
Associate Wealth Advisor
Kristopher Roche
CFP®
Associate Wealth Advisor
Daniel Brackett
Associate Wealth Advisor
David Srulevitch
CPA, CFP®
Tax Manager
Amanda Powell
Client Relationship Specialist
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Enjoy some of our latest resources
July 21, 2025
Two-Minute Market Focus
Two big pieces of digital asset legislation─the Genius Act and Clarity Act─have either just been signed into law or are pending. What impact could they have on the economy and your investments? In this episode, Focus Partners’ Todd Jones shares how these bills could affect cryptocurrencies. He also provides an update on market performance and recession indicators.
Listen to the podcast
July 21, 2025
Quarterly Outlook: Uncertain Trade Policy Weighs on Growth
Despite signs of resilience, the U.S. economy continues to face headwinds as uncertainty around trade policy weighs on growth. Our Quarterly Outlook explores what’s ahead for markets and the economy for the remainder of 2025.
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July 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
Read the article