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Fee-only wealth management in Charlotte, NC. CFP fiduciaries offer custom financial planning, investing, tax and legacy strategies. Book a free call.
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Hex Code
Color name
RGB
HSL
CMYK
#0D0A61
Arapawa
13, 10, 97
242, 81, 21
87, 90, 0, 62
#060403
Night Rider
6, 4, 3
20, 33, 2
0, 33, 50, 98
#39E4E3
Turquoise
57, 228, 227
180, 76, 56
75, 0, 0, 11
Totem Wealth Management is a Charlotte, North Carolina–based firm offering fee-only wealth management and financial planning. Its CFP fiduciaries work with individuals, families, and businesses to create personalized strategies designed to adapt as clients’ circumstances and goals change. The firm emphasizes a holistic, supportive approach, clear communication, and putting clients’ best interests first.
Services include financial planning, investment management, and active portfolio monitoring, as well as 401(k) and employer retirement plan creation. Clients can also receive guidance on tax strategies, charitable giving, legacy planning, business planning, and risk management and insurance planning. Totem’s process begins with a complimentary consultation and assessment of a client’s finances and priorities. The team then develops a coordinated plan, helps implement it, and schedules regular check-ins to monitor progress and make adjustments.
The firm provides access to financial professionals and intuitive technology, along with educational resources such as wealth management PDFs and blog content. Totem Wealth Management is located on South McDowell Street in Charlotte and invites prospective clients to book a free call or consultation.
Brand industry
Finance
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How do I download the Totem Wealth Management logo?
The Totem Wealth Management logo comes in two versions: a logo and an icon. Download as transparent PNG or JPEG.
What are Totem Wealth Management's brand colors?
The Totem Wealth Management color palette uses the hex codes #0D0A61, #060403 and #39E4E3.
The Totem Wealth Management name, logos and brand assets are trademarks of Totem Wealth Management and its affiliates. Brandfetch isn't affiliated with or endorsed by Totem Wealth Management. Their use is subject to Totem Wealth Management's brand guidelines.
