Nick Kolbenschlag

My mission is to help as many families as possible experience financial peace, by creating balance between their life and wealth. Empowering them to make good decisions, preventing them from making bad decisions and removing financial stress from their lives. Allowing them to enjoy what truly matters most, while ensuring they achieve all their life goals. I can achieve this not only by working directly with clients but by teaching other, like-minded advisors how to do what we do as Personal CFOs. We will change the status quo on what financial advice should be and make this industry wake up to the way things ought to be done.

Prior to co-founding Crown Wealth Group, I spent two years at a Charlotte-based wealth management firm building out their Personal CFO division as the Director of Personal CFO Services. I spent the previous 8 years building and executing this model as the Managing Director of a private wealth management firm with offices in Raleigh, Richmond and Charlotte.

I earned my Bachelor’s degree in Finance, with a minor in accounting, from North Carolina State University. In my free time, I'm either golfing or spending time with my wife, Jessie, and our dogs, Stella and Tim. We love traveling and spending weekends at our home in Pinehurst.