TAGStone is a fee-only registered investment advisor headquartered in Charlotte, NC. The firm is independently owned and operated. The firm acts as a fiduciary for its clients.
The firm represents successful entrepreneurs, individuals, families, and business clients. Since the firm opened its doors, it has treated every client like family. Although its structure is corporate, the firm’s attitude is partnership.
Fee-only means the firm's only income comes from its clients. The firm does not work on a commission basis, so its interests are aligned with its clients' interests.
Independence allows the firm to act in the best interest of its clients.
The firm's objective is to help clients build a solid financial foundation that they can stand on to reach their personal and business goals.
Relationships with some of the most highly respected financial institutions in the world provide the firm with global reach and resources.
W. Reid Culp, III
Reid is an independent, fee-only investment advisor and is based in Charlotte, NC. As a fee-only investment advisor, Reid can provide conflict-free advice.
Reid's passion is helping his clients achieve their investment, business, and personal goals. He works with clients to determine their goals and objectives and then implements the best investment strategy to match those goals and objectives.
Reid develops customized investment management solutions for successful entrepreneurs, families, private foundations, retirement plans, and business clients. He focuses on strategic asset allocation, but also manages individual fixed income and equity securities. In addition to investment management, Reid assists clients with estate planning, tax planning, asset protection, and charitable planning.
Reid graduated with Distinction from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill with a B.S. in Business Administration. Reid is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER(TM) professional.
Robert L. Culp
Robert serves as a director of TAGStone and a consultant to the firm. He provides invaluable perspective on strategic planning for the firm, as well as firm operating policies and procedures. Robert does not provide investment advice to the firm or to firm clients.
Currently, Robert is an MBA Candidate at Harvard Business School. Previously, he worked in Washington D.C. as an associate in the Technology, Media, and Telecom group within The Carlyle Group’s US Buyout Fund. Carlyle is a global alternative asset management firm with ~$176 billion of assets under management. At Carlyle, Robert was actively involved in two of the largest investments in Carlyle’s history.
Prior to joining Carlyle, Robert worked in the investment banking division of Credit Suisse Group in New York where he advised on M&A as well as equity and debt capital markets transactions.
Robert received a B.A., magna cum laude, in finance from the University of Georgia.