TAGStone Capital

Description

TAGStone Capital, Inc. is a fee-only registered investment advisor based in Charlotte, NC. The firm is independently owned and operated and has strong relationships with some of the world's most highly respected financial institutions, providing it with global reach and resources. Since its establishment, TAGStone Capital has treated every client like family. Despite its corporate structure, the firm's approach is based on partnership. TAGStone Capital was established as an independent, fee-only firm to assist clients in effectively, efficiently, and prudently protecting and growing multigenerational wealth. Its independence from external and private equity owners enables the firm to act in the best interest of its clients. As a fee-only advisor, the firm's sole income comes from its clients rather than on a commission basis, aligning its interests more closely with those of its clients. The firm serves successful individuals, families, entrepreneurs, and business clients to help them establish a solid financial foundation to achieve their business and personal goals.

Financials