# Totem Wealth Management

- **Website:** <https://totemwealthmanagement.com>
- **Primary alias:** `totemwealthmanagement.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/totem-wealth-management)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idivBSzSAi/w/1024/h/330/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793067956876)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idivBSzSAi/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793067957042)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Arapawa | #0d0a61 | accent |
| Night Rider | #060403 | dark |
| Turquoise | #39e4e3 | light |

## Fonts

- -apple-system — asset _(system)_

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_Source: <https://brandfetch.com/totemwealthmanagement.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._