Charlotte, NC Sikes Place Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Eagle Wealth Management Group Inc.
Team
Firm-wide stats for Eagle Wealth Management Group Inc.
About
Eagle Wealth Management Group serves a mix of individual clients (including high-net-worth households) and institutional retirement-plan sponsors — including pension and profit-sharing plans and other public-sector clients. The firm offers financial planning, discretionary portfolio management, retirement plan advisory and consulting, business planning, and occasional access to private offerings.
Advisory work is delivered through Advisory Associates on a primarily discretionary basis, combining asset-allocation, fundamental, technical, quantitative and qualitative analysis with periodic rebalancing and custodial reporting through a major custodian. For employer plans the firm provides both non‑discretionary ERISA 3(21) advisory services and discretionary 3(38) investment manager arrangements, along with participant education and plan governance support.
What distinguishes Eagle Wealth from many peer teams is its explicit engagement with state/municipal and plan‑sponsor clients and its regular delivery of educational seminars and participant workshops, alongside traditional individual wealth services. The firm’s team also includes professionals with credential diversity (CFP®, CPA, RFC and licensed registered representatives/insurance agents), which supports integrated offerings such as business succession planning, plan education programs, and solicitor/referral relationships with third‑party managers.
Based on Eagle Wealth Management Group Inc.
Expertise
Based on Eagle Wealth Management Group Inc.
Location
10815 Sikes Place, Suite #320
Charlotte NC 28277
Advisors at this office
2
Advisors at this office
Jared A
Series 66
Charlotte, NC
Eagle Wealth Management Group Inc.
Jared Audette is a financial advisor at Eagle Wealth Management Group Inc. in Charlotte, NC, with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Abiding Wealth Advisors and Crown Capital Securities. Eagle Wealth Management Group serves both individual clients, including high-net-worth households, and institutional retirement-plan sponsors. The firm offers financial planning, discretionary portfolio management, retirement plan advisory, and business planning services through a multidisciplinary team with diverse credentials.
Shane S
Series 66
Charlotte, NC
Eagle Wealth Management Group Inc.
Shane Snively is a financial advisor with Eagle Wealth Management Group Inc. in Charlotte, NC, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at Crown Capital Securities, LP and Concorde Investment Services, LLC. Outside of his advisory role, Snively is involved in entrepreneurial projects including content creation and sports media through KAZSource Inc., where he serves as COO and part owner, and he participates in nonprofit education initiatives as a past president and advisory board member for Gardner-Webb University Pace Board of Advisors. Eagle Wealth Management Group serves individual clients, including high-net-worth households, and institutional retirement-plan sponsors. The firm offers financial planning, discretionary portfolio management, and retirement plan advisory services, utilizing a multi-disciplinary investment approach and providing educational seminars and participant workshops to both individual and public-sector clients.
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