info@eastovercapital.com

509 Fenton Place,
Charlotte, NC 28207

Services

A Full-Service Wealth Management Firm

Eastover Capital is here to assist with all aspects of your financial life. By blending investment advice with financial and retirement planning, we create a holistic strategy customized just for you.

Investment Management

We’ve been constructing portfolios of individual stocks and bonds since 1988. By taking the time to learn about each client’s unique circumstances, we customize a portfolio designed to meet current and future income and liquidity needs, while never exceeding the risk each client is comfortable with.

Foundations & Endowments

With institutional client expertise, we can assist with the unique needs of endowments, foundations and non-profit organizations.

Tax Planning

Our professionals work with your CPA or accountant to determine how today’s decisions impact your future wealth.

Estate Planning

Whether it’s a child with special needs, complicated family dynamics or complex assets such as a business, our team of professionals works closely with some of the best estate lawyers in the area to prepare for your unique life scenarios.

Financial Planning

Our in-house CERTIFIED FINANCIAL PLANNER™ offers comprehensive planning services designed to look at all aspects of your financial life. Individuals with the CFP designation have passed a rigorous examination and are held to strict fiduciary and ethical standards

Retirement Planning

Our expert advisors and Certified Financial Planners provide advice and strategies designed to make each client’s retirement as fulfilling as possible.

Charitable Planning

We can help you create your desired legacy by earmarking assets for your favorite charity.

Business Planning

We’re proud to have served as an unbiased resource for business owners since in 1988. As an independently owned business ourselves, we're always glad to share our expertise in starting and operating a successful organization.

Learn About Eastover
Capital's Strategy

We understand you invest to achieve specific financial goals. Our role is to construct, manage and monitor a portfolio that can deliver the highest probability of meeting these objectives.

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Investment Management for Individuals and Institutions Since 1988.

info@eastovercapital.com

(704) 336-6818

Mon - Thurs 8:30am - 5pm

Friday 8:30am - 4:30pm

Closed on Weekends