CHARLOTTE, N.C.--()--The founders of Solamere Capital, LLC have invested in Solamere Advisors, a newly formed wealth management firm based in Charlotte. An SEC-registered investment advisor, Solamere Advisors was started by 11 veteran financial-services professionals with deep ties to the Carolinas. The firm offers comprehensive asset management services and specializes in managing all aspects of family wealth, including generational wealth planning, investment, fiduciary, trust and risk management objectives.
“We will differentiate ourselves from other wealth management companies by combining a progressive asset allocation strategy, total flexibility in selecting third-party financial products and unparalleled customer service tailored to wealthy families and small institutions in the Southeast”
“We are excited to be associated with such a highly capable group of financial advisors with a proven track record of meeting the needs of their clients throughout the Southeast,” said Tagg Romney, co-founder and a managing partner of Solamere Capital. “It’s an all-star lineup of seasoned pros who work seamlessly together in building long-term relationships with clients.”
“We were looking for investors with an impeccable reputation,” said Stephen Wilson, CFA, a managing partner of Solamere Advisors. “We look forward to offering clients a broad range of sophisticated wealth management services while retaining the hands-on, personalized approach that clients prefer.”
“We will differentiate ourselves from other wealth management companies by combining a progressive asset allocation strategy, total flexibility in selecting third-party financial products and unparalleled customer service tailored to wealthy families and small institutions in the Southeast,” said Leila T. Evans, a partner at Solamere Advisors.
Solamere Advisors principals have 115 years of combined wealth management and related experience. Capital Guardian LLC will serve as introducing broker/dealer for client transactions and Pershing LLC, a subsidiary of The Bank of New York Mellon Corp., will act as clearing broker/dealer and custodian of client assets.
Mr. Romney co-founded Solamere Capital, based in Lexington, Mass., in 2008 with managing partners Eric Scheuermann and Spencer Zwick to focus on superior private equity opportunities. Mr. Romney is a former executive with Reebok, Elan Pharmaceuticals and the Los Angeles Dodgers. Mr. Scheuermann is a former partner at private equity firm Jupiter Partners and consultant at McKinsey & Company. Mr. Zwick most recently served as the national finance chair for a 2008 presidential candidate, where he helped break previous national fundraising levels, and previously as deputy chief of staff in the Massachusetts governor’s office.
At Solamere Advisors, Timothy L. Bambauer will serve as a managing partner with Mr. Wilson. Joining them in Investment Services will be Peter L. Jespersen and Brandon R. Phillips. In Client Services, Ms. Evans will be joined by Deems May, Bryan Cannon and Amanda D. Hogan. Solamere Advisors’ Planning and Fiduciary Services team consists of Stephen R. Barber, Laura C. Richards and Kristin N. Lewis.
To contact Solamere Advisors, see www.solamereadvisors.com