The Patterson Team
Serving the greater Charlotte, NC area.
Location
Charlotte, NC 28211 (704) 553-8006
A team behind every plan
Our advisory team is run by ethical, experienced, and knowledgeable advisors who are passionate about working side-by-side with clients and acting in their best interests. We specialize in providing tax-efficient investment strategies for goal-oriented financial, retirement, estate, and philanthropic planning. Our clients love working with us because we remove the financial planning burden from their list of things to do. We work with clients to understand their needs and then follow through to make sure everything is complete to create a successful outcome.
Meet Our Team
Awards & Recognition
View All2026
Barron’s Top 1,500 Financial Advisors (2026)
Barron's
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Charlotte, NC
Charlotte, NC 28211
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Newsroom and Resources
View AllEight Wealth Enhancement Advisors Named Among Barron’s 2026 Top 1,500 Financial Advisors
Tune Out The Noise
Unforced Errors
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.