Navigating wealth. Deepening relationships.

Hatteras Wealth Management Group John Stanford, Jack William Butler, Taylor Lane Penzer

Hatteras Wealth Management Group






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.

Beyond investing

Wealth enhancement

Wealth transfer

Wealth protection

Charitable giving

  • Financial Goal Analysis
  • Executive benefits
  • Healthcare
  • Social Security
  • Tax guidance
  • Cash flow
  • Retirement income planning
  • Estate planning strategies
  • Trusts, beneficiary and inheritance
  • Liabilities management (mortgages and lending)
  • Insurance and long-term care
  • Risk mitigation
  • Donor-advised funds, sustainable investing

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.

In structuring your portfolio, we tailor your asset allocation to your growth and income needs, risk tolerance, tax situation, estate plan and charitable goals. We take the time to understand where and how all of your assets are currently invested, and then present our recommendation that considers both portfolio risk and specific asset risk.

Over time, we identify opportunities and adjust your holdings as your evolving life and market conditions may require. You can trust that we are consistently monitoring your portfolio—so you can focus on the other priorities in your busy life.

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.

Here is the experience you can expect as our client:

    • Earning your confidence in our advice requires that we demonstrate clarity, integrity and accountability in all we do.
    • We’re always available should you have questions or concerns. We return calls the same day and e-mails within 24 hours.
    • Our disciplined and repeatable process for investment and client service means that you can depend on us for our consistency and competence in all areas.
    • We monitor all investments daily. Our quarterly reviews assess performance, asset allocation, investment selection, as well as an analysis of progress toward your long-term goals.
    • Teamwork and team continuity are the key to our success and growth. We’re dedicated to delivering on our responsibilities and your expectations.
    • Dynamic advice and insight. Staying on top of global trends and market-changing events helps us serve you better. We are constantly trying to improve our knowledge and awareness in all areas.

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.


Creating a lasting and positive impact

Creating a lasting and positive impact

Planning for the lifestyle you want

Planning for the lifestyle you want