Hobart Wealth

Hobart Wealth is a registered investment advisor based in Charlotte, North Carolina, offering personalized asset management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm builds tailored investment portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and options, and may also utilize third-party managers or model providers. In addition to portfolio management, Hobart Wealth provides standalone financial planning covering retirement, estate, tax, and insurance strategies. The firm also offers specialized services such as management of outside retirement accounts through third-party software and fee-based variable annuities. Hobart Wealth operates with a team of representatives who may also be licensed insurance agents, creating potential conflicts of interest regarding insurance product sales and compensation structures, which the firm manages through best-interest standards and compliance oversight.