Reid Culp

TAGStone Capital, Inc. is a fee-only registered investment advisor based in Charlotte, North Carolina. We are an independent firm dedicated to providing personalized wealth management solutions for successful entrepreneurs, individuals, families, and business clients.

Our Mission

Our mission is to help clients build a solid financial foundation that they can stand on to reach their personal and business goals. We believe in forming strong partnerships with our clients, understanding their individual needs, and providing them with tailored solutions to achieve their financial objectives.

Our Services

We offer a comprehensive range of wealth management services, including:

Goals-Based Wealth Management

• Comprehensive financial planning that aligns with your specific goals and objectives
• Investment strategies based on a proven, academic research-backed system
• Regular progress tracking and reporting

Holistic Wealth Management

• Comprehensive risk assessment and mitigation strategies
• Estate planning and wealth preservation solutions
• Succession planning for business owners

Wealth Preservation & Retirement Services

• Personalized retirement planning and 401(k) solutions
• Strategies to protect your wealth from market volatility and inflation

Investment Management

• Institutional-quality investment strategies with a focus on long-term performance
• Disciplined investment process based on thorough research and risk management
• Global reach through partnerships with leading financial institutions

Institutional-Quality Investment Strategy

Our investment philosophy emphasizes a holistic approach that incorporates both traditional and alternative investments. We utilize sophisticated quantitative and qualitative analysis to identify opportunities and mitigate potential risks.

Investment Discipline

We adhere to rigorous investment standards and follow a disciplined process to ensure that your wealth is managed responsibly and efficiently. Our clients benefit from consistent communication, regular reporting, and proactive risk management.

International Investing

We recognize the importance of globalization and offer international investment opportunities to diversify your portfolio and potentially enhance returns.