Tassel Capital

At Tassel Capital, we take pride in being a leading financial planning and investment management firm in the Matthews, NC area. With over two decades of experience, our team of certified professionals has been helping individuals, families, and businesses navigate their financial journeys. Our mission is to provide personalized guidance and expert advice to help our clients achieve their financial goals.

Meet Our Team

Our team comprises of three experienced professionals who are dedicated to providing exceptional service to our clients. Will Ertel, CPA, CFP, CKA, is the founder of Tassel Capital and has been serving clients since 2002. Carlton Whitman, CFP, CKA, has been with us since 2015, bringing his expertise in technology and financial planning. Bradley Kendall, CFP, CKA, joined our team in 2020, bringing his insurance industry experience and passion for financial planning.

Our Services

At Tassel Capital, we offer a comprehensive range of services designed to help our clients achieve their financial goals. Our services include:

Comprehensive Financial Planning

Our comprehensive financial planning services are tailored to each client's unique needs and goals. We take a holistic approach to financial planning, considering factors such as your income, expenses, assets, and liabilities.

Investment Management

Our investment management services are designed to help you achieve your financial goals by creating a personalized investment portfolio. We take a disciplined approach to investing, focusing on long-term growth and returns.

Custom Planning Services

We understand that every client is unique, and we offer customized planning services to meet your specific needs. Whether you're planning for retirement, saving for college, or building wealth, we'll work with you to create a personalized plan tailored to your goals and values.

Why Choose Tassel Capital

At Tassel Capital, we're committed to providing exceptional service and guidance to our clients. Here are just a few reasons why you should choose us:

• Fiduciary duty: As a fee-only firm, we're committed to putting our clients' best interests first.
• Financial expertise: Our team of certified professionals has the experience and knowledge to help you achieve your financial goals.
• Personalized service: We take a personalized approach to financial planning, focusing on each client's unique goals and needs.

Areas We Serve

We're proud to serve clients in the following areas:

• Matthews, NC
• Charlotte, NC
• Waxhaw, NC
• Mint Hill, NC
• Weddington, NC
• Ballantyne, NC
• Piper Glen, NC
• South Park, NC
• Plaza Midwood, NC
• Harrisburg, NC
• Huntersville, NC
• Cornelius, NC
• Davidson, NC
• Mooresville, NC
• Fairview, NC
• Concord, NC

Contact Us

If you're ready to take control of your financial future, we'd love to help. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.