We handle your wealth. You handle life.

For Professionals in thier prime earning years, we provide the planning and portfolio management that keeps your financial life moving forward, while you stay focused on work and family. 

For more than 20 years, that simple focus has kept clients referring us to the people they care about. 

A Team Built Differently

  • 20+ years of referral-driven growth
  • Forbes Best-in-State recognition
    • Alluvium Wealth Management Group of Wells Fargo Advisors was named as one of the 2026 Forbes Best-in-State Wealth Management Teams
    • Alluvium Wealth Management Group of Wells Fargo Advisors was named as one of the 2025 Forbes Best-in-State Wealth Management Teams 
    • Nick Langrall was named as one of the 2025 Forbes Best-in-State Wealth Advisors
    • Nick Langrall was named as one of the Forbes Top Next-Gen Wealth Advisors Best-in-State for 2018-2024
  • One of Charlottes few PIM-Qualified Teams
Our growth has never been about marketing campaign or sales tactics.  We believe it comes from clients sharing their experiences with others.  We see that as proof that when you keep the work simple and focused, trust follows.

Meet Our Team

Helping Enhance Every Investment Decision

You didn't build wealth to spend your time managing it.  Our comprehensive wealth planning and investment management approach takes every aspect of your financial life - from investments and insurance to tax efficient investing and estate planning strategies - and aims to bring it all together around your goals.

The result? Confidence that every financial decision supports your future, while you gain back time to focus on what you do best. 

  • Comprehensive Wealth Planning - From investments to access to insurance products to estate investment strategies 
  • Active Portfolio Management - Direct control over daily investment decisions 
  • Cutting-Edge Solutions - Access to alternatives not every advisor can offer

Learn Our Process

Our Ideal Clients

You've reached the top of your field by focusing on what you do best. Whether you're guiding a business, leading at a law firm, or driving success in your profession, your time is precious.

Our Clients share a common thread: they're accomplished individuals and families who've moved beyond wondering "will I have enough?" to asking "how do I make the most of what I have?"

  • Successful Charlotte professionals and business owners in their peak earning years
  • Equity partners at leading law firms who need sophisticated strategies 
  • Executives juggling complex compensation while raising families 
  • Delegators who want trusted financial advisors handling their completed investment picture 

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.

 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23-6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

 

Why We Believe Clients Stay With Alluvium

A Team in Your Corner

When you work with us, you work with a team.  We draw on our different strength and perspectives to deliver guidance that's broader and deeper than any one advisor could offer alone.

Your Money, Our Direct Management

We are PIM (Private Investment Management) qualified. Simply put, we have the ability to personally oversee your investments daily - making trading decisions ourselves instead of delegating to outside managers.

Beyond the Numbers

We explore the motivations behind your financial decisions, not just the numbers.  Our comprehensive approachcovers your completed financial landscape, giving you freedom to docus on what matters most. 

Start the Conversation

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors.  Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000. 

2026 Outlook: Trendlines over headlines

Wells Fargo Investment Institute’s 2026 Outlook goes beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.

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Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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