Resilience Wealth Advisors
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Empowering Social, Family and Financial Capital

At Resilience Wealth Advisors, we are a proactive resource
​to ​help families in the Carolinas with personal and financial resilience
Resilience (noun)  re·​sil·​ience | ri-ˈzil-yən(t)s   
​
1. The ability of a person to adjust or recover readily from illness, adversity, major life changes, etc.
(Dictionary.com).
2. The process of adapting well in the face of adversity, trauma, tragedy, threats, or significant sources of stress.
​ (American Psychological Association)​

Our Two-Part Mission

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First, to provide purpose driven, creative, and actionable fee-only financial advice and coaching to family businesses, retirees, and near retirees to empower the successful intergenerational transfer of family and financial capital and a heightened sense of resilience.

Second, to empower our communities with social capital by providing social support for those suffering from Stage 4 breast cancer and for families with a special needs child.

Our Vision

​To be the premier long-term financial partner to provide well-being multi-generationally and inspire through all life stages and personal, family, and global challenges, while holding and empowering our client’s most meaningful goals, wishes, and dreams.  

Organizational Affiliations

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Resilience Wealth Advisors
2015 Ayrsley Town Blvd., Suite 202
Charlotte, NC 28273
Copyright 2021
Phone: 704-593-6482
Email: GeneralInfo@ResilienceWealthAdvisors.com
Connect with us:
  • Home
  • Our Story
    • Our Difference
    • Us vs Bank Wealth Management
    • Our Clients
  • Our Team
    • Brett Coffman
    • Heather Lawrence
    • Neil Chapman
  • Services
    • Financial Planning
    • Investment Management
    • Family Office & Family Cohesion Services
    • Business Transition Consultant
    • Institutional Services
  • In the News
  • Client Center
    • Important Disclosures
    • Fee Schedule
  • Resources
    • Blog
    • White Papers
    • Newsletters
    • Social Mission Nonprofits
  • Contact Us