TD AMERITRADE LOGIN

CLIENT LOGIN

PRIVATE WEALTH MANAGEMENT | ESTATE PRESERVATION | INVESTMENTS

CROWN PRIVATE WEALTH  | 15720 BRIXHAM HILL AVENUE, SUITE 300, CHARLOTTE, NORTH CAROLINA 28277  | 704-469-0200

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Crown Private Wealth, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Crown Private Wealth, LLC a Registered Investment Advisor in the State of North Carolina. Being registered as a registered investment adviser does not imply a certain level of skill or training.  Crown Private Wealth, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. For a complete description of investment risks, fees and services, review the CPW firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting CPW.

 

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of North Carolina or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

We have the experience to help guide you to a successful financial future one step at a time.
Stewart Financial Lion

At Crown Private Wealth, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. We work with many retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

 

At Crown Private Wealth, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of professionals and individuals with an extensive background in addressing your particular financial needs.

 

In summary, our team develops tailored solutions to help our clients work toward their financial goals. It is extremely important that our relationships with each client be built on a foundation of trust. Crown Private Wealth prides themselves in partnering with each client in accordance with their individual business’ or family’s objectives. We endeavor to guard your wealth like it is our own. Our overall focus encompasses accumulating, protecting and perpetuating our client’s wealth to future generations. Our independence and objectivity allows us to provide our clients with the commitment that they deserve.  If you have questions or want to make an appointment, send us an email or give us a call.

GET A COMPLIMENTARY RETIREMENT ANALYSIS

www.CrownPrivateWealth.com |  704.469.0200

Our unique approach to your success begins with getting to know you and understanding your needs.
Our team of professionals take pride in everything that they do.

Bill Kearney, Founder and Partner

Hello, I’m Bill Kearney. I think I was always destined to own a business.

In 1994, when I was 15, I asked my Dad if he would buy season tickets to the new NFL expansion team, the Carolina Panthers. My dad said he would be glad to buy a seat, as long as I was willing to earn the money needed to buy my own seat. They cost $5,000 each, so I started my first business—cutting lawns. By the end of that summer,

I had 30 clients and 4 people working for me. I had saved enough money to buy my Panthers PSL ticket

(and a new set of wheels for my dad’s mower).

 

Fast forward a few years to the business we now own and operate, Crown Private Wealth, LLC, our Registered Investment Advisor firm.. Why am I a wealth planner? Because I’m passionate about finances, and people.

 

I believe people matter. Their stories matter. Their goals matter.

 

And they should be given the proper respect they deserve. I believe that most people are inherently wise and understand that they need a plan, a roadmap to follow. But their problem is that they just can’t find an adviser in whom they trust enough to get one, so they go without. And unfortunately, they soon find out that traveling the retirement journey without a well-designed roadmap can become difficult.

 

Money is important, but really, money is just fuel for your journey through life. Holistic planning helps ensure that money is put to its highest and best use, which in large part will determine how enjoyable your journey will be.

 

I graduated from the University of Tennessee in 2001 and again in 2003. Shortly after graduating, I started my career in financial services. I learned pretty quickly that being independent would allow me to be unbiased and holistic in my planning. When you work for a company, there is always the corporate push for you to recommend their products. I want to choose the very best for my client and being independent gives me the ability to shop the market and make superior recommendations with out external pressure to sell or perform.

 

When I’m not working, I enjoy spending time with my wife Natasha and our two boys, Nolan and Reid. My hobbies have become whatever their hobbies are and whatever they are interested in doing, being present in the moment. I’m also blessed that my entire family lives here in the Charlotte area.

 

 

John Foard, Founder and Partner

John H. Foard III, CFP® is a founding Partner of Crown Private Wealth, LLC. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning. Whether it’s planning for retirement or college expenses –  building enduring relationships and helping people is truly John’s passion.

 

Bringing 20 years of experience in the financial industry, John has developed a comprehensive, client-focused approach to financial planning anchored in mutual respect and trust with the individuals, families, and business owners he works with. So much so, John serves clients in a fiduciary capacity, which means he puts clients’ interests first.

 

Originally from Concord, NC, John now currently lives in the Ballantyne Area of Charlotte with his wife of 20 years and 3 beautiful daughters. In addition to cheering on his favorite Carolina teams throughout the year, John also enjoys watching his daughter’s lacrosse games, playing tennis and golf, and spending quality time with his family.

 

Another life passion of John’s is finding a cure for Rett syndrome, which is a unique developmental disorder that his daughter Ella suffers from. He is the former Treasurer/Member of the Board of Trustees of Rettsyndrome.org as well as founder of The Ella Foard Foundation for Rett Syndrome ellafoard.org.

 

Core Values

Honesty & Integrity: We believe in always doing the right thing and putting the client first. You will always get straight forward answers and advice from us without fail – always!

 

Reliability: You can count on us to follow through with what we say we will do.  We know trust is hard to earn and easy to lose, so we pride ourselves on the fact that you can count on us.

 

Community Impact: Both professionally and personally, our intention is to make the most positive impact on our local and global communities.  After all, they say it takes a village to achieve greatness and prosperity, and we could not agree more!  John, his family, and his team are striving to accomplish this every day with all of the wonderful charitable causes they are involved in.  To name a few, we are involved in Rettsyndrom.org,

Make-A-Wish, Goodfellas, Rotary, and of course The Ella Foard Foundation for Rett Syndrome.

www.CrownPrivateWealth.com |  704.469.0200

We can assist you in every aspect of financial planning and protecting your financial future.

Crown Private Wealth was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to help navigate each client through life's most important journeys. We create a customized plan for your financial stability and independence in retirement.

Investment Advisory Services

Crown Private Wealth, Inc. is a fee-based Investment Advisor. The team at CPW will partner with you to design, implement and regularly review a customized investment strategy that, subject to your risk tolerance, supports your goals. To do so, CPW partners with investment advisors and portfolio managers that help us achieve your investment goals and objectives, and are subject to monthly, quarterly, and annual due diligence reviews by the Crown Private Wealth Investment Policy Committee. Our responsive investment solutions are built to anticipate and react to the markets, helping our clients stay on track for the long term, even as their circumstances change.

 

Retirement Planning

Our clients focus on retirement planning many times throughout their lives, but one maxim holds true; “It’s never too soon to begin saving (planning) for retirement”. A relatively recent phenomenon plaguing retirees is the distinct possibility of out-living one’s retirement savings. Through the integration and coordination of both qualified and non-qualified retirement strategies, our goal is to make certain our clients enjoy the retirement they earned over a lifetime of work without being forced to make significant changes in lifestyle. Only through a comprehensive plan that is implemented early in the process and regularly monitored can we reach that goal.

 

 

 

 

 

 

Portfolio Management

A family’s Portfolio Of Assets is comprised of much more than a family’s investments.  It includes the family business, primary and vacation homes, investment properties, insurance policies, private equities, and traditional investments.  Managing your Portfolio Of Assets begins with developing an all-encompassing relationship with you; a true Partnership.  Learning about your business, family, philanthropic intents, retirement and succession goals will enable us to create a plan with you to grow, steward, protect and ultimately transition your family wealth.

 

Tax Planning

As the old adage says, “It’s not about how much you make, it’s about how much you keep.” Crown Private Wealth, LLC will coordinate with your tax advisors to ensure the tax proficiency of your Family Financial Plan and to make certain that all elements of the Family Financial Plan work together in the most tax-efficient manner possible.

 

Family Business Strategies

The primary role of the Family Business Strategist is to partner with family members and their trusted advisors in the development, implementation and regular monitoring of strategies designed to Grow, Protect and Transition a successful Family-Owned Business.

GET A COMPLIMENTARY RETIREMENT ANALYSIS

www.CrownPrivateWealth.com |  704.469.0200

Contact us here anytime for any and all of your financial needs.

CROWN PRIVATE WEALTH  | 15720 BRIXHAM HILL AVENUE, SUITE 300, CHARLOTTE, NORTH CAROLINA 28277  | 704-469-0200

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Crown Private Wealth, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Crown Private Wealth, LLC a Registered Investment Advisor in the State of North Carolina. Being registered as a registered investment adviser does not imply a certain level of skill or training.  Crown Private Wealth, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. For a complete description of investment risks, fees and services, review the CPW firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting CPW.

 

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of North Carolina or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.