Building Generational Wealth, One Smart Investment at a Time
At Hammonds & Welton Financial Group, we help individuals, families, and business owners create a lasting legacy through thoughtful financial planning, disciplined investment strategies, and personalized wealth guidance.
Your Trusted Partner for Wealth Management in Charlotte, NC
About us
We provide personalized investment solutions, empowering families in Charlotte to achieve financial growth and long-term security through expert wealth management and strategic planning.
Our Mission
Our mission is simple — to help you make informed financial decisions that align with your goals, lifestyle, and legacy. Through expert wealth management, strategic planning, and a relationship-driven approach, we ensure your plan evolves as your life does.
What we do
Dedicated to helping businesses and individuals navigate the complex world of finance.
At Hammonds & Welton Financial Group, we create tailored investment strategies to meet each client’s unique financial goals. Our mission is to guide individuals and families toward financial security through personalized services.
Services
We offer a wide variety of financial services
01
Financial Strategies
Strategies that integrate your unique goals, ensuring a clear path toward building and preserving your wealth.
02
Investment Planning
Investment plans that align with your risk tolerance and financial objectives including Business Financial Planning, Retirement, Investment, and Legacy Planning.
03
Insurance Guidance
Protect your assets and safeguard your family’s financial well-being with Life Insurance and Health Insurance.
04
Family Protection
Know your health is in good hands with Individual or Group Long Term and Short Term Disability.
Wealth Planning in Charlotte, NC
You're in Good Hands
Life Insurance
Protect your loved ones and preserve your wealth with policies tailored to your goals — ensuring peace of mind for every generation.
Financial Planning
Take control of your financial future with a comprehensive plan built around your income, investments, taxes, and long-term vision.
Disability Solutions
Secure your income and maintain stability in times of uncertainty with short- and long-term disability solutions designed to protect your lifestyle.
Get a custom wealth plan and experience your financial future!
We provide personalized solutions designed to protect your assets, grow your wealth, and build a lasting legacy for your family or business.