Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance

Awards & recognition

  • Jeremiah Fitzpatrick, Five Star Wealth Manager, 2012, 2014-2016, 2018-2026
  • Jeremiah Fitzpatrick, Ameriprise Circle of Success, 2007-2025
  • Jeremiah Fitzpatrick, Forbes Best-in-State Wealth Advisors, 2021-2022, 2024
  • Jeremiah Fitzpatrick, Ameriprise Circle of Success Diamond Ring, 2018
  • Jeremiah Fitzpatrick, Ameriprise Circle of Success Chairman's Advisory Council, 2015

Community participation

  • Charlotte Friendship Tray Volunteer http://friendshiptrays.org/
  • Charlotte Soccer Association Volunteer Coach
  • Tega Cay Soccer Volunteer Coach
  • YMCA Volunteer Youth Basketball Coach