CERTIFIED FINANCIAL PLANNERâ„¢ Professional at Your Service in the Matthews, NC Area

Do you have any financial goals that you want to see accomplished soon? Tassel Capital helps people explore and identify their financial goals, create personalized plans, and monitor those plans to ensure they stay on the right path to achieve what they want. Our unique financial planning services are designed to provide a financial plan that considers your whole financial picture. Tassel Capital also provides virtual or remote services to clients in over eighteen states.

Get On the Right Track To Achieve Your Goals

Your Personal Financial Planning Advisors

Tassel Capital will tailor a customized financial plan to meet your specific needs. Allow our team to construct an appropriate investment portfolio, provide a comprehensive analysis of your financial status, develop tax-saving strategies, and more.

Experience in:

  • Portfolio Construction
  • Retirement Planning
  • College Planning
  • Estate Planning
  • Philanthropic Planning

Talk With a Financial Planner Today

Request a Free Introductory Meeting

Get in contact with Tassel Capital, talk with us about your goals, and find out how we can help you protect your financial future. Get professional support if you are in the Matthews, NC, area. Contact (704) 814-6780 today for more information and ask about our free introductory consultation.

Full Range of Services

Allow the team to maximize your potential and help you meet your goals by providing specific analysis and personalized recommendations relevant to you.

Comprehensive Financial Planning

Receive professional portfolio management for your financial assets that will better align your life goals, temperament and time horizon with your financial portfolio

Investment Management

Let Tassel Capital generate a financial plan that specifically addresses your needs and concerns - even if they're more limited in scope

Custom Planning Services

    Contact Tassel Capital Management, Inc.

    Reach out today