New Office Address: 5605 77 Center Drive, Suite 101, Charlotte NC 28217

We are expanding and relocating our headquarters to a larger space. Don't be alarmed- we're in the same city, same area, same zip code, just more space for our continued growth and opportunity to better serve you.


50 out of 50: Social Mobility in Charlotte

To some, Charlotte is a city that metaphorically pulled itself up by its bootstraps. Despite the economic and social upheaval brought on by the Civil War, Charlotte continued as a leading city for finance and the textile industry throughout the 20th century. After the Civil Rights Movement and desegregation in the 1970s, Charlotte grew exponentially in both population and diversity: from 1980 to 2014, the population more than doubled, and the percentage of people of color in Mecklenburg County rose from 24 to 52 percent, according to the Quality of Life Explorer created by Mecklenburg County, the city of Charlotte, and UNC Charlotte. Based on this narrative of growth and progress, Charlotte shows all the signs of a New South city. Yet, a 2014 study from Harvard and UC Berkeley ranked Charlotte 50th out of 50 cities for social mobility, and this lack of social mobility disproportionately affects minorities. This contradicted Charlotte’s New South city narrative.

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Worth More Weekly- Sharing Our Stories

Are you looking for a platform to read about key financial concepts, learn about social issues such as upward mobility and the wage gap, and get to know your team at Worth Advisors? Look no further than Worth More Weekly, Worth Advisors’ first official blog. We created Worth More Weekly to further connect with our community through articles, polls, quizzes, interviews, and media. We want to share our stories.

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