William Reid Culp

About William Reid Culp

I am the founder and an investment advisor representative at TAGStone Capital, an independent wealth management firm based in Charlotte, North Carolina. I take pride in providing highly personalized financial guidance to individuals, families, and trusts—helping them navigate complex decisions with clarity and confidence.As a husband, father, and lifelong Charlotte resident, I understand the importance of building a secure financial future while balancing the demands of daily life. My goal is to be my clients’ long-term trusted advisor, educating and guiding them through each stage of life, from career milestones to retirement and beyond.TAGStone Capital was built on the belief that effective wealth management requires both technical expertise and a deep understanding of each client’s unique story. I take a holistic approach—beginning with a detailed financial plan and tailoring investment strategies to align with each client’s goals, values, and priorities. I work closely with clients navigating major life transitions, including business sales, inheritance, trust administration, and retirement, ensuring they have a clear path forward and the confidence to follow it.

Experience

1. Founder and President

   Tagstone Capital

   Apr 2011 — Present

   As an independent, fee-only investment advisor based in Charlotte, NC, I prioritize providing the best advice to my clients. By focusing on my clients\' personalized needs, I help them achieve their unique financial goals through tailored investment strategies. My passion lies in helping clients meet their investment, business, and personal goals. With a deep understanding of the interplay between business and personal finances, I strive to keep all aspects of my clients\' financial lives in order.I specialize in developing customized investment management solutions for successful entrepreneurs, families, private foundations, retirement plans, and other business clients. My approach includes strategic asset allocation and the management of individual fixed income and equity securities. Beyond investment management, I offer comprehensive services in estate planning, tax planning, asset protection, and charitable planning.I 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. In addition, I\'m a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. I passed the Series 65 investment licensing exam, and I am President of TAGStone Capital.I am available by text or phone at (70••••••00 or via email at r••••••••@tagstonecapital.com.

Education

• Queens University of Charlotte

  The McColl School of Business, Financial Planner Certificate

• Maastricht University School of Business and Economics

  International Business

• UNC Kenan-Flagler Business School

  Bachelor of Science (B.S.), Business Administration

Skills

• Asset Protection
• Financial Advisory
• Fiduciary Services
• Estate Tax Planning
• Personal Tax Planning
• Accounting
• Investment Advisory
• Retirement Plan Consulting