Business Details
Your Trusted Partner for Financial Planning & Investment Solutions
TAGStone Capital is a fee-only registered investment advisory firm headquartered in Charlotte, NC, dedicated to providing personalized wealth management solutions. As independent fiduciaries, we prioritize our clients' best interests, offering tailored strategies for investment management, estate planning, tax optimization, and retirement services. Our expertise extends to serving entrepreneurs, families, and businesses, combining institutional-quality resources with a client-focused approach.With a commitment to transparency and no conflicts of interest, we collaborate closely with clients' legal and accounting advisors to address complex financial needs. Our team leverages decades of experience and global partnerships to deliver actionable plans that align with individual and business objectives.
Services
Goals-Based Wealth Management
Holistic Wealth Management
Wealth Preservation
401(k) and Retirement Services
Investment Management
Highlights and features
- We are a fee-only fiduciary with no conflicts of interest.
- Our team includes CFA charterholders and CERTIFIED FINANCIAL PLANNERS.
- We specialize in tailored strategies for entrepreneurs and high-net-worth families.
- We collaborate with your existing legal and tax advisors for holistic planning.
- Our global partnerships provide access to institutional-quality investment resources.
Services
Goals-Based Wealth Management
TAGStone Capital's goals-based wealth management identifies and prioritizes personal and business financial objectives, creating actionable plans to achieve milestones like retirement, education funding, or business succession. By aligning investment strategies with client aspirations, we ensure measurable progress toward long-term targets. This approach integrates risk management, tax efficiency, and regular performance reviews to adapt to evolving needs.
Wealth Preservation
Our wealth preservation strategies safeguard assets through tax-efficient structures like irrevocable trusts and limited liability companies. Designed for high-net-worth individuals and business owners, these solutions minimize estate taxes, protect against liabilities, and ensure seamless wealth transfer. We collaborate with legal experts to implement tailored frameworks that align with clients' legacy goals and risk profiles.
401(k) and Retirement Services
TAGStone Capital advises businesses on designing and managing 401(k) plans, focusing on cost transparency, fiduciary compliance, and employee benefits. We help reduce administrative burdens and legal risks while optimizing investment options and plan efficiency. Our services cater to business owners seeking to balance retirement benefits with operational priorities and tax advantages.
Investment Management
We provide institutional-quality investment management using diversified portfolios tailored to risk tolerance and financial goals. Our evidence-based approach leverages global market opportunities while emphasizing cost efficiency and tax optimization. Regular rebalancing and performance monitoring ensure alignment with clients' evolving objectives and market conditions.
Holistic Wealth Management
Holistic wealth management integrates investment, tax, estate, and philanthropy planning into a unified strategy. Addressing all financial dimensions, we coordinate with clients' advisors to optimize cash flow, mitigate risks, and achieve interconnected personal and business goals through coordinated, long-term solutions.
People
William Reid Culp III
Investment Advisor Representative
Reid Culp is a CFA charterholder and CERTIFIED FINANCIAL PLANNER at TAGStone Capital, specializing in tailored investment strategies for entrepreneurs and families. He focuses on asset allocation, estate planning, and tax optimization, leveraging partnerships with top legal and financial institutions. Reid graduated from UNC-Chapel Hill and holds advanced credentials in finance.
Questions
What is goals-based wealth management?
Goals-based wealth management focuses on aligning investment strategies with specific personal or business objectives, such as retirement, education funding, or business succession planning.
Why choose a fee-only financial advisor?
Fee-only advisors like TAGStone eliminate conflicts of interest by charging transparent fees, ensuring recommendations prioritize client needs over commissions or product incentives.
What retirement plan services do you offer?
We provide advisory services for 401(k) plans, helping businesses design cost-effective retirement solutions while reducing fiduciary liability and administrative burdens.
How do you approach wealth preservation?
We employ strategies like irrevocable trusts and LLCs to minimize taxes, protect assets, and facilitate efficient intergenerational wealth transfer for high-net-worth clients.
Do you work with clients outside Charlotte, NC?
Yes, while based in Charlotte, we serve clients nationwide and globally through virtual consultations and institutional partnerships.
