Charlotte, NC
Serving
Charlotte, NC
Since
1994
The Charlotte financial advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum.
The Charlotte office has a staff of over 25 professionals serving clients throughout the Carolinas and the Southeast. The advisors have an average of over 20 years of financial advisory experience and a deep network of professional relationships, which enables them to assist their clients in making wise financial choices consistent with faithful stewardship. The current managing director is Roger Gum, who has over 30 years of experience at Blue Trust working with individuals, families, and businesses. The Charlotte office was opened in 1994 and managed by Sr. Partner, Hunter Pugh, for 27 years until transitioning to Roger.
Mon – Fri: 8:00 AM – 5:00 PM
Sat – Sun: Closed
Managing Director, Sr. Partner
Roger W. Gum
Wealth Management & Trust Services
Our team provides a full range of financial services tailored to your unique needs and goals.
Financial Planning
When financial decisions begin to intersect, coordinated planning helps you bring structure to cash flow, retirement projections, taxes, estate considerations, and generosity.
Investment Management
If you want your investments to serve defined goals, disciplined portfolio management aligns your assets with your financial plan, time horizon, and convictions.
Trust & Estate Services
When it comes time to establish or administer trusts and estates, experienced fiduciary oversight helps ensure your intentions are carried out efficiently and in the best interests of your family.
Philanthropic Consulting
When significant charitable capital is being deployed, independent research and due diligence help you evaluate organizations, leadership, and program effectiveness.
Business Consulting
Business owners facing succession or transaction decisions benefit from experienced advisory support to evaluate options and guide the thoughtful transition of their companies.
