Scott Asset Management Consultants

Our wealth management advisors in TIAA’s Charlotte, NC office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Charlotte, NC office is a smaller satellite office, so please call today to schedule an appointment (877) 535-3910.

The advisor listed is an Ameriprise financial advisor in Charlotte. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. "For tomorrow belongs to the people who prepare for it today." ~African Proverb. The team at Blue Cardinal Wealth Solutions believes that having the right plan in place is an important element in determining one's financial outcome. We work with successful families and businesses to ensure their goals are identified and measured steps are taken to track their progress toward achieving them. Whether your goals include funding your child's education, leaving a legacy to your heirs and charitable passions, or simply creating a retirement income strategy, our dedicated and experienced group is here to help.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Charlotte, NC area, Karen T McCanless will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.