WHAT WE DO

Personalized Wealth Management for Professionals & Families

From financial planning to investment strategy, we provide guidance and execution to help you preserve, grow, and transfer wealth.

Our Approach

Plan

Personalized Financial Planning that empowers you forward

Whether you are planning for a career shift, a growing family, a new venture, or simply creating more space for what matters, we design plans that support the realization of your specific goals with flexibility and intention.

Build

Strategies that keep you focused on building, not the headlines.

Our disciplined, structured approach is intended to manage risk, remove emotion from decision-making, and tailor your portfolio to the execution of your financial plan— so you can spend less energy worrying about the markets and more time focused on the life you want.

Protect

Protect What Matters. Preserve What You've Built.

We design tax strategies and estate planning support that help you minimize avoidable taxes, align your wealth with your values, and prepare your legacy with clarity—so you can protect what matters most today and across generations.

Roundtable is a fee-only fiduciary firm based in Charlotte, NC, focused on retirement planning, tax strategies, and investment management.

Your financial goals are unique and our advice reflects that. We deliver personalized, comprehensive guidance designed to support your life, your business, and your vision for the future.

Our Process

Introductory Meeting

We'll get to know each other.

In this session, we’ll review:

Where you stand today vs. your high-level goals
Initial opportunities for tax planning and mitigation
Ways your current investments might be optimized

Discovery Meeting

We'll review discovery documents.