Global Search Result View With Search Text

Global Search Result View With Search Text

Meet With Us

Graves Team

4521 Sharon Road, Suite 400

Charlotte,

NC

28211

graves-info@wealthenhancement.com

See other locations

Meet with us

About the Graves Team

Successful wealth management is about trust. After all, you wouldn’t let just anyone manage your finances. You want an experienced advisor who’s in it for the long haul. For more than 25 years, the Graves Team has worked together, forging strong relationships with our clients and providing stability in a sometimes-volatile world. With decades of combined experience in the wealth management industry, we’ve seen it all, and we’ve helped our clients through it all. Let us help you, too.

Advisory Team

0054M000004ShN6QAK

Kelly Graves

Senior Vice President, Financial Advisor

Charlotte, NC

Christine Neese

Associate Financial Advisor

Charlotte, NC

Resources from our team

Newsroom

MarketWatch: Brett Boner Featured in "4 Things to Consider Before Getting Divorced in Your 50s, 60s or Beyond"

Brett Boner, CDFA®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by MarketWatch in “4 Things to Consider Before Getting Divorced in Your 50s, 60s or Beyond.” “Social Security is a big thing to consider, not only in retirement, but in divorce,” said Brett Boner, a financial adviser at Wealth Enhancement Group.
Brett Boner CDFA®

Newsroom

Kelly Graves Named to Forbes Best-In-State Wealth Advisors Ranking

 Kelly Graves, CFP®, Senior Vice President, Financial Advisor, of Wealth Enhancement Group’s Charlotte, NC office, has been recognized in the 2023 Best-In-State Wealth Advisors ranking by Forbes. 
Kelly Graves

Team locations

Charlotte, NC
4521 Sharon Road, Suite 400, Charlotte, North Carolina, 28211
(704) 553-8006
details

Your complimentary consultation

During your no-obligation meeting, you will:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

Invalid phone number.

Tell us a bit about you.

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy

By providing your number, you consent to receive phone calls and text messages, including information, appointment confirmation and reminder, and service communications. Consenting to calls and texts is not required to receive any service. To opt out from texts, reply STOP. Message & data rates apply.

Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.