Broker Check

Rutledge Financial Partners - Matthews, NC

1013 Chestnut Lane, Matthews, NC 28104

 

Wealth Management

At Rutledge Financial Partners, LLC, we work with sports and entertainment figures, families, professionals, and executives in all stages of wealth. Whether you are focused on building assets or are concerned with preserving your wealth, we create cohesive financial strategies that address all elements of your financial picture.

Investment Management*

In creating a diversified investment portfolio tailored to your objectives and risk tolerance, we seek to help you receive the highest rate of return with the least amount of risk. We offer two levels of investment management services. First, we can buy and sell securities on your behalf. We have access to a wide range of products, including alternative investments, stocks, bonds, and mutual funds. For clients who desire more assistance with managing their investments, we offer advisory services. We also partner with independent, professional money managers who can manage your investments so you can instead focus on your passions in life.

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Financial Planning Strategies

We help you establish your goals in life, both short and long-term, determine your assets and liabilities, and evaluate your current financial position before creating a comprehensive strategy.

Retirement Planning Strategies

Many of our clients preparing for retirement are less focused on taking risks and more focused on preserving their assets. With this in mind, we develop conservative strategies with a focus on risk management. We seek to identify opportunities for building a consistent income that will last through retirement, and help you feel confident in your future.

College Planning Strategies

A major concern among families is determining how they will pay for their children’s college expenses while still saving for retirement. We help you calculate college costs, evaluate funding options, and create an education strategy tailored to your goals.

Estate Planning

Preserving wealth and leaving a legacy in a tax-efficient manner to family and heirs can be complicated and confusing. If an estate plan isn’t set in place, your wishes may not be carried out, as the estate will be transferred to the state to handle according to probate laws. We seek to demystify the common misconceptions of estate planning, assist you in articulating your estate planning needs, and coordinate the work of other professionals who may be needed, including attorneys and CPAs.

Charitable Giving Strategies

A charitable gift can have a powerful impact on the lives of others. Whether you want to give a gift or leave it through your will, we can help you determine appropriate tax-efficient ways to give back to the community.

Insurance

Insurance is an important part of a complete financial strategy. With access to a wide array of insurance products, we help you determine what type of coverage is appropriate for your circumstances, including life, long-term care, and disability options.