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How We Work

Our Approach

Your Strategic Financial Partner

When you work with Charlotte Legacy Group, you don’t have to handle your financial life on your own. We help you see the big picture, organize your resources, and work closely with your other trusted professionals to keep everyone moving in the same direction—with your best interests in mind.

How We Serve You

Virtually

Strategic Conversations that Matter

We conduct personalized strategy sessions through secure Zoom meetings. Each conversation is structured, intentional, and designed to help you make clear, confident financial decisions aligned with your long-term vision.

Seamless, Secure Implementation

From account setup to ongoing service, we utilize DocuSign to ensure your documents are handled efficiently and securely—allowing you to move forward without unnecessary delays.

Consistent Access and Communication

Our team remains readily available. Whether you need clarity, direction, or immediate support, we are always a phone call away—providing responsiveness that reflects the importance of your financial life.

Clear, Action-Driven Summaries

After each session, you receive a digital summary outlining key insights, recommendations, and next steps—ensuring alignment, accountability, and continued progress.

The CLG Difference—Virtually Delivered

Our virtual experience is not a substitute for personal connection—it is an extension of it. Every interaction reflects our commitment to intentional planning, generational wealth building, and a disciplined, action-oriented process.

In Person

(In-home, at work, or at our office.)

Personalized, Face-to-Face Strategy

We meet with you in the environment most convenient and comfortable for you—whether at home, your workplace, or our office. These in-person sessions are focused, thoughtful, and designed to create clarity and confidence in your financial decisions.

Hands-On, Guided Implementation

We walk through each step of the process with you in real time—from paperwork to plan execution—ensuring nothing is overlooked and every detail is handled with care.

Stronger Connection and Engagement

Being in person allows for deeper conversation, stronger connection, and a more collaborative planning experience—creating space for meaningful dialogue around your goals, values, and legacy.

Clear, Action-Driven Follow-Up

Following each meeting, you receive a clear summary of what was discussed, along with next steps—keeping your plan organized, actionable, and moving forward.

The CLG Difference—In Person

Our in-person experience is rooted in relationship, trust, and presence. It reflects our commitment to meeting you where you are—both physically and financially—while guiding you through a structured and intentional planning process.

Your Team, Working Together

You’re at the center of everything we do. Around you is your legacy team—a team of experts, including Charlotte Legacy Group, working together to support your goals. We serve as your central point of coordination with:

  • Your Estate Planning Team

  • Your Legal Team

  • Your Tax Preparer / Accountant / CPA

  • Other Professionals

Together, we make sure your plan is clear, complete, and always focused on what matters most to you.

Charlotte Approach Graphic

Ask about our high yield savings program.

Get Started

Your legacy isn’t just about money. It’s about meaning.

We’re here to help you build both.

Our Contact

Office: 704-371-8581
groupinfo@charlottelegacy.com

CLG icon
Our Address

14819 Ballantyne Village
Suite 1100
Charlotte, NC 28277

Disclosure

Jeremy Ardrey is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #1359161), CA (CA Insurance License #4139824), DC, FL, GA, IL, KS, LA, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jeremy Ardrey is licensed and authorized to offer insurance in California and Arkansas, but Charlotte Legacy Group may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Jeremy Ardrey is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14819 Ballantyne Village Way Ste 1100, Charlotte, NC, 28277, 704-371-8581. In this regard, this communication is strictly intended for individuals residing in the states of CA, IL, LA, NC, NV, OH, and SC. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Sterlyn Ardrey is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #20016991), CO, DC, FL, GA, IL, KS, LA, MA, MD, MI, MO, MS, NC, NY, PA, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Sterlyn Ardrey is licensed and authorized to offer insurance in Arkansas, but Charlotte Legacy Group may not be. For additional information on Arkansas licensure status, please click here.

Sterlyn Ardrey is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14819 Ballantyne Village Way Ste 1100, Charlotte, NC, 28277, 704-870-9630. In this regard, this communication is strictly intended for individuals residing in the states of LA, and NC. No offers may be made or accepted from any resident outside the specific states referenced.

David Torrence is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of GA, NC, SC, and VA. No insurance business may be conducted outside the states referenced.

David Torrence is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14819 Ballantyne Village Way Ste 1100, Charlotte, NC, 28277, 404-388-4891. In this regard, this communication is strictly intended for individuals residing in the states of CA, and NC. No offers may be made or accepted from any resident outside the specific states referenced.

Charlotte Legacy Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Charlotte Legacy Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click Here
  • TEAM
  • COMMUNITY
  • EXPERTISE
    • Higher Education
    • Medical Professionals
    • Business & Personal Solutions
  • APPROACH
  • PROCESS
  • RESOURCES
  • CONNECT

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