Our Approach
A full-service practice utilizing a holistic approach to investing.
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Comprehensive Services
Helping individuals and families preserve their hard-earned wealth.
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Business Strategies
Assisting business owners with their financial and retirement plan needs.
Learn MoreYour Full-Service Wealth Management Financial Partners 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 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.
Helpful Content
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!