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Your Financial goals are my priority.

My mission is to work with Individuals, Households and Businesses by helping them achieve their financial goals through comprehensive planning and customized investing.

Meet Our Team

Your Wealth. Our Focus.

We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being.

We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.

Put your future into focus today.

Working with Us

I take time to listen to each of my clients so that I may understand the specific financial goals that they are trying to accomplish.

I then work to create a tailored approach using comprehensive planning and customized money management to help them get there.

I believe that the timely review of their plan and investments as well as consistent communication over time is the best way to help ensure that they are staying aligned to achieving their goals.

  • Comprehensive financial planning to include retirement, investments, tax, estate strategies, insurance, education & cash flow
  • Customized and active money management
  • Lending
  • Philanthropy and Charitable gifting

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Estate Planning Strategies

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here’s helpful information to begin thinking about your plan.

College Savings Plans

As a parent or grandparent, you’re probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Insurance

You can’t avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It’s all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer’s.  Find out why we recommend insurance as part of your investment plan.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We’ll look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.

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Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Eddie Schroeter

15801 Brixham Hill Ave
1st Floor
Charlotte, NC 28277
Local Phone: (704) 341-4850
eddie.schroeter@wellsfargo.com

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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