Turn Your Career Success into Lasting Wealth
Charlotte’s Fee-Only Wealth Advisor for CPG & Supply Chain Executives
Aligned interests. Strategic Partnership. Fiduciary Advice.
Our unique approach:
We’re an independent Advisory Firm - Focused on client outcomes
Simple transparent investing - No hidden fees or surprises
Truly Fiduciary - we invest in the same portfolio of strong, blue-chip companies
We specialize in serving:
Executives navigating career transitions (401(k), ESOPs, RSUs)
Business owners planning exits and reducing tax exposure
Sales leaders optimizing comp packages & equity strategies
Request a Consultation
Let's build a custom plan to optimize your wealth, protect your investments, and create lasting financial freedom.
Reach out for your free 20-minute consultation.
free download
Executive Financial Blueprint
A step-by-step guide to optimize your wealth, protect your career earnings, and build lasting financial independence.
✅ Optimize Your Career Wealth
Align your earnings, savings, and investments with your long-term goals.
✅ Maximize Tax Efficiency
Strategically manage compensation, bonuses, and retirement savings.
✅ Build a Resilient Financial Foundation
Design a flexible plan that grows with you — without sacrificing your lifestyle.
Access Your Free Executive Financial Blueprint
Gabe Llewellyn
Founder
If you’re ready to take the next step in your financial journey, I would love to connect with you!
Reach out for your free 20-minute consultation.