Who We Are
Our Team
Your legacy isn’t just about money. It’s about meaning.
We’re here to help you build both.
At Charlotte Legacy Group, we are committed to helping families, professionals, and business owners build lasting legacies through personalized financial guidance and principled relationships. As your trusted advisor, we are rooted in integrity, education, and a legacy-focused mindset. Our team collaborates to deliver thoughtful strategies that grow with our clients—today and for generations to come.
Peggy's Pearls
For decades, Peggy Ward believed that true financial success is built not only on strategy, but on wisdom—wisdom shaped by experience, service, and a deep commitment to people. As Peggy entered retirement, she entrusted her life’s work to the next generation by naming Jeremy Ardrey as her successor at New York Life, ensuring that her client-first philosophy would continue. Together with Sterlyn Ardrey, Ramone Givens, David Torrence, and a dedicated team of professionals, the Charlotte Legacy Group carries forward her mission—serving clients like family and helping them build legacies that extend far beyond finances.
Throughout her career, she guided families through life’s most important financial decisions with integrity, education, and care. Peggy’s Pearls was created to preserve and share those lessons, offering monthly reflections that may include wealth-building principles, personal insights, client stories, or perspectives on current events—all connected to practical financial concepts that help families build and sustain their legacy.
Strategic Alliances
Charlotte Legacy Group (CLT Legacy Group) is proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care, and disability insurance. A mutual insurance company, New York Life is a Fortune 500 company and one of the largest mutual life insurance companies in the United States.
Through Eagle Strategies LLC, Charlotte Legacy Group (CLT Legacy Group) provides investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an Investment Adviser and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
The Advanced Planning Group of New York Life Insurance Company collectively leverages years of practical experience and background in law, accounting, and financial services to provide New York Life agents with unparalleled assistance in estate, trust, business, and life insurance strategies. Because the Advanced Planning Group supports agents serving clients nationwide, the group provides insight and consulting on estate and business planning matters across all 50 states.
The Advanced Planning Group is called to action to advise on hundreds of business and estate planning matters each year, and that means Charlotte Legacy Group (CLT Legacy Group) can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide legal, tax, or accounting advice. Clients should consult their own legal, tax, and accounting advisors regarding their individual circumstances.
Ask about our Legacy Blueprint.
Your legacy isn’t just about money. It’s about meaning.
We’re here to help you build both.
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