Build A Wealth Legacy

We know the financial system hasn’t always been fair to people of color. But, we are designed to do just that. At Freeman Capital, game-change your future with unbiased, judgement-free guidance from a Certified Financial Planner that will help you on your path to building real wealth for generations to come.  Schedule a chat with one of our advisors today.

Investments

Invest and Build Wealth

Retirement Planning

Build Stable Income Streams

Tax Planning

Minimize Burden, Maximize Returns

Inheritance Advisor

Adjust Goals and Strategies

Financial Goals

Achieve Your Financial Goals

Debt Management

Build and Reach Your Financial Goals

We Understand You and

Your Wealth

We know firsthand that creating generational wealth isn’t easy.  Getting out of debt or saving for a goal can be the most pressing need to secure your current financial wellness.  But true legacy wealth can help you ensure your future generations have a jump start. We help you create plan and identify these opportunities.

01

Authentic Human Expertise

Our Certified Financial Planners are bound by fiduciary standards and are required to act in your best interest. It starts with a free, objective, no obligation portfolio review.

02

Personalized Wealth Plan

Cover the basics – Get a personalized plan and complete view of your wealth. With our personalized monthly action steps, meet your goals all while we stay by your side and hold you accountable.

03

Long-Term Wealth Planning

Go deeper – Generational wealth creation doesn’t stop at retirement planning. Complement your portfolio with insurance, diverse investments, or other asset building opportunities.

Wealth Is Opportunity

Income inequality only tells part of the story when it comes to economic gaps between white and minority families. Wealth isn’t just money in the bank, it’s a path towards equal opportunity. It’s insurance against tough times, better education and job opportunities, and access to diversified assets that can carry your financial future forward. Ultimately, your increase in net worth can be a springboard to creating generational wealth.

Financial Accountability

Built for People of Color

White families often have a net worth of 10 times more than Minority families. Freeman Capital’s #1 goal is to reverse the trend, ensuring our communities and future generations thrive. This is why we go farther than other financial companies and support you through all aspects of growing your net worth.

Dedicated Wealth Management

Schedule Routine Meetings With Your Certified Financial Planner

Your Monthly checkup is customized just for you and based on your goals and financial priorities. Working with a planner presents you with access to education, accountability, and recommendations from a certified expert.

Retirement Planning

Education Planning

Tax Strategies

Life Insurance

Social Security and Medicare

Budgeting and debt

Investment Planning

Get Investment portfolio recommendations

An investment plan is a part of your comprehensive financial plan. You shouldn’t have one without the other to truly meet your long-term wealth goals. We start by understanding your goals and risk tolerance to design a plan that appropriately allocates stocks, bonds, and etfs, to maximize your returns.

Organizations that
stand with us

These socially aware collaborators help us provide useful tools and programming for our members.

How We Help You

Build Wealth

Financial planning + Investment management is at the core of our business. Guided by human advisors, our platforms help you view and monitor your progress.

Planning made Personal

Visualize Your Wealth

Start with a real human conversation with about your short term and legacy goals.

View your wealth plan in our portal, get monthly action steps and track your progress month to month.

Freeman Capital + Betterment

Industry Low Fees

We keep investing simple – no fluctuating scale based on your investment level. Pay a 0.20% flat annual advisory fee on what you invest. Yes, that low. No tricks!

Let’s Get Personal

Build Your Wealth Now

Creating wealth is not one size fits all. Our Certified Financial Planners are experienced and dedicated to helping you achieve your financial goals. We are here to guide you at every life stage including singles, newly married couples, families of all sizes, retirees, widowers, and anyone motivated to build generational wealth. Choose a plan that works for you with the option to upgrade, downgrade, or cancel your plan, at any time.

Please Select Your Plan
Monthly
Yearly

Grind


Grind


$15 /mo$144
  • Annual Call With CFP
    Annual Call With CFP
  • Monthly Email Advice
    Monthly Email Advice
  • Personalized Portfolio Recommendations
    Personalized Portfolio Recommendations
  • Monthly Webinar
    Monthly Webinar
  • Market Updates
    Market Updates
  • Starter Wealth Planning
    Starter Wealth Planning

Hustle


Hustle


$65 /mo$650 /yr
  • Quarterly Call With CFP
    Quarterly Call With CFP
  • Monthly Wealth Action Steps
    Monthly Wealth Action Steps
  • Personalized Portfolio Recommendations
    Personalized Portfolio Recommendations
  • Monthly Webinar
    Monthly Webinar
  • Market Updates
    Market Updates
  • Wealth Management
    Wealth Management
  • Foundational Wealth Planning
    Foundational Wealth Planning

Flow


Flow


$250 /mo$2,400 /yr
  • Unlimited Calls With CFP
    Unlimited Calls With CFP
  • Monthly Wealth Action Steps
    Monthly Wealth Action Steps
  • Personalized Portfolio Recommendations
    Personalized Portfolio Recommendations
  • Monthly Webinar
    Monthly Webinar
  • Market Updates
    Market Updates
  • Dedicated Wealth Manager
    Dedicated Wealth Manager
  • Annual Wealth Assessment
    Annual Wealth Assessment
  • Legacy Wealth Planning
    Legacy Wealth Planning

Subscribe for Updates

We empower you with the proper tools. Through our newsletter, we provide financial education with Market Updates, Industry News as well as Monthly Webinars. Sign up and join us in the fight to shrink the Wealth Gap.

Education Planning

Budgeting and debt

Retirement Planning

Tax Strategies

Life Insurance

Social Security and Medicare

Subscribe for Updates

We empower you with the proper tools. Through our newsletter, we provide financial education with Market Updates, Industry News as well as Monthly Webinars. Sign up and join us in the fight to shrink the Wealth Gap.

Education Planning

Budgeting and debt

Retirement Planning

Tax Strategies

Life Insurance

Social Security and Medicare

BETTER WEALTH.

BETTER LIFE.

Freeman Capital Wealth Advisors

9:00AM – 6:00PM EST M-F
Address : 2015 Arysley Town Blvd Suite 202 Charlotte, NC 28273
Phone : (336) 914-0888

Client Portals

Members can use the following portals to login to planning and investment dashboards.