A full-service practice utilizing a holistic approach to investing.Learn More
Helping individuals and families preserve their hard-earned wealth.Learn More
Assisting business owners with their financial and retirement plan needs.Learn More
A Full-Service Wealth Management Firm in North Carolina
The only constant in this world is change. From the markets and economy to your personal finances and goals, you likely experience fluctuations on a daily basis. At Rutledge Financial Partners, LLC, we believe everyone needs a comprehensive financial strategy that is flexible enough to adjust regularly and strong enough to withstand those changes. Our goal is to create such strategies for our clients.
We work with a diverse range of people, from sports and entertainment figures to business owners to high net worth families. Whether you are just starting to build your wealth or are concerned with preserving what you’ve worked hard to accumulate, we aim to work closely with you to develop customized investment strategies that address your entire financial picture, risk tolerance, and goals.
Based outside of Charlotte in Matthews, North Carolina, we work with clients locally in Union County and Mecklenburg County, as well as in multiple other states. Contact us today to learn more about how we may be able to help you through the many stages of your life.
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Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Breaking Down the Parts of Medicare
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The Most Overlooked Item of Any Home Improvement
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Prescription Drug Benefits Under Medicare (Part D)
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A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
You May Need to Make Estimated Tax Payments If…
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Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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A Look at Systematic Withdrawals
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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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5 Smart Investing Principles
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
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Learn about the importance of having an estate strategy in this helpful and informative video.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
It May Be Time for a Financial Checkup
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The Cycle of Investing
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