Hobart Wealth

Hobart Wealth Hobart Wealth understands that true wealth means being able to share your life with the people you love, free from financial anxiety.

We help Investors preserve and protect their wealth with comprehensive financial retirement planning. Hobart Wealth seeks to provide accurate information. No information provided shall be misconstrued as guidance to affect investment, legal or tax decisions. You should seek the guidance of your financial advisor, legal advisor or tax advisor before making any decisions concerning your individual circumstances.

Happy Work Anniversary, Sadie Bishop! 🎉Today we're celebrating Associate Wealth Advisor Sadie Bishop and another wonderf...
09/02/2026

Happy Work Anniversary, Sadie Bishop! 🎉

Today we're celebrating Associate Wealth Advisor Sadie Bishop and another wonderful year with Hobart Wealth.

Sadie brings thoughtfulness, dedication, and a genuine commitment to serving others in everything she does. Whether she's working alongside colleagues or helping clients navigate important decisions, her positive attitude and caring approach make a lasting impact on those around her.

Sadie, thank you for everything you've contributed over the past year. We're grateful to have you as part of the Hobart Wealth family and look forward to celebrating many more milestones with you. Wishing you a very happy work anniversary!

Your portfolio should reflect where you are and where you are going.Begin with your goals.
09/01/2026

Your portfolio should reflect where you are and where you are going.

Begin with your goals.

Happy Work Anniversary to our Chief Compliance Officer, Thomas Hamilton! 🎉Thomas plays a vital role in helping ensure Ho...
08/27/2026

Happy Work Anniversary to our Chief Compliance Officer, Thomas Hamilton! 🎉

Thomas plays a vital role in helping ensure Hobart Wealth operates with integrity, accountability, and a commitment to doing what's right for our clients. His thoughtful leadership, attention to detail, and steady guidance are valued every day and help reinforce the culture of integrity that defines Hobart Wealth.

Thank you, Thomas, for your dedication, professionalism, and the impact you make every day. We're grateful to have you as part of the Hobart Wealth team and wish you continued success in the year ahead!

🐾 Happy National Dog Day! 🐾Today we're celebrating the loyal companions who greet us with wagging tails, keep us active,...
08/26/2026

🐾 Happy National Dog Day! 🐾

Today we're celebrating the loyal companions who greet us with wagging tails, keep us active, and remind us to enjoy life's simple moments.

Whether they're joining you on a morning walk, keeping you company while you work, or patiently waiting for you to come home, dogs have a special way of making every day a little brighter.

Share a photo of your favorite furry friend in the comments, we'd love to meet them! 🐶❤️

Your next chapter deserves a thoughtful plan.Because retirement isn't the end of the story…it's the beginning of a new o...
08/25/2026

Your next chapter deserves a thoughtful plan.

Because retirement isn't the end of the story…it's the beginning of a new one.

Start the conversation today.

Lead Service and Operations Specialist, Doris Castelluzzo, highlights an often-overlooked part of estate planning: makin...
08/19/2026

Lead Service and Operations Specialist, Doris Castelluzzo, highlights an often-overlooked part of estate planning: making sure your Power of Attorney is ready to use before it’s needed. A little preparation now can help prevent delays and added stress for you and your family later. Read more at the following link: https://hobartwealth.com/planning-power-of-attorney/

Good planning starts with asking the right questions.Let's start the conversation
08/18/2026

Good planning starts with asking the right questions.

Let's start the conversation

08/15/2026

Inheriting investments comes with decisions. While selling can diversify risk and fund goals, avoid automatic liquidation. Your inherited account might already align with your plan, and selling could trigger taxes. Slow down, gather information, and make an informed choice.

08/14/2026

The tax implications of inherited property differ significantly from gifted property. Inherited assets typically get a 'stepped-up' basis to their date-of-death value, potentially saving you a fortune in taxes compared to gifted assets, which usually retain the original owner's cost basis.

08/13/2026

Inheriting assets requires careful information gathering.

Address

7733 Ballantyne Commons Pkwy Suite 101
Charlotte, NC
28277

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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