Navigating wealth. Deepening relationships.
Hatteras Wealth Management Group
704-362-8270
800-776-4848
855-256-6959
6100 Fairview Road
9th Floor
Charlotte, NC 28210
Our name speaks volumes about what matters most to Hatteras Wealth Management Group. Like the Cape Hatteras Lighthouse, our team is committed to helping business owners, senior executives and successful families navigate difficult financial waters, manage risk and pursue their most important long-term goals. We bring a thoughtful mix of diverse experience, multigenerational perspective and a disciplined, repeatable planning process to each relationship.
With access to the global platforms and solutions of UBS and our “extended team” of firm-wide specialists in wealth management, we are here to provide you with the insights, resources and confidence you need to make well-informed decisions to help protect the financial well-being of your family, your business and your future.
Advanced planning focuses on your goals
The greater your financial success, the greater your need for customized planning advice. Using our advanced planning approach, we can help you clarify your priorities and then follow a customized goals-based course of action for pursuing what matters most to you and your family, and addressing any challenges along the way.
Investment consulting helps maximize your success
Once we’ve agreed upon your plan and objectives, we’ll recommend an investment allocation. Our portfolio managers create truly customized portfolios that have the flexibility to adjust for expected or unexpected market conditions.
Relationship management always begins with you
Our clients know that we put them first at all times. You can count on our customized communication program, Family Wealth Navigator, to stay informed about the most important areas of your personal wealth management strategy.
The Lighthouse
Our clients are successful, busy, and often inundated with financial noise. The Lighthouse is a podcast series dedicated to providing beneficial advanced financial planning and wellness insights to the clients and families we serve. Our goal for this show is to simplify the world of wealth management so that you can think more creatively and confidently about the future.
Our perspectives
Insights