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Charlotte Area

Providing financial peace of mind across the globe and in your local area.


About Creative Planning

Ranked the No. 1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in Charlotte Area to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.

Services Offered

Comprehensive Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning


International Services

Meet Your Team

Jason Young, CFP®
Managing Director, Partner
Mike Croce, CFP®
Wealth Manager
Wes Norton, CFP®
Wealth Manager
Kyle Bernstein, CFP®
Financial Planner
Cindy Ghattas, CFP®
Financial Planner
Jared Wewers
Financial Planner
Christy Gleason, CPA
Christina Knopke, JD
Legal, Partner
James Cerv
Andrea Haupt

Request a Meeting

Once we receive your inquiry, a team member will be in touch to set up your free, no-obligation consultation within one business day.