About the Firm

TAGStone is a fee-only registered investment advisor headquartered in Charlotte, NC. Independently owned and operated, the firm acts as a fiduciary, legally obligated to always act in the best interests of its clients.

The firm serves successful entrepreneurs, individuals, families, and businesses, treating each client like family since its inception. While the firm’s structure is corporate, its attitude is one of partnership.

Being fee-only means the firm’s sole income comes from its clients. The firm does not work on commission, receive referral fees, or collect any other forms of compensation, which minimizes potential conflicts of interest.

Independent.
Independence from external and private equity owners enables the firm to act in the best interest of its clients.		 Client-Focused.
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.		 Global Reach.
Relationships with some of the most highly respected financial institutions in the world provide the firm with global reach and resources.

William Reid Culp III

Reid is an investment advisor representative at TAGStone Capital, an independent, fee-only investment advisory firm based in Charlotte, NC. As a representative of a fee-only firm, Reid can focus on providing the best advice for his clients.

Reid's passion is helping clients achieve their investment, business, and personal goals. He collaborates with clients to identify their objectives and implements tailored investment strategies to meet those goals.

Reid develops customized investment management solutions for successful entrepreneurs, families, private foundations, retirement plans, and businesses. He specializes in strategic asset allocation and also manages individual fixed income and equity securities. Beyond 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. He is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

In his free time, Reid enjoys reading, golfing, hiking, and spending time with his wife, Brittany, and their son, Will.