Wealth Management & Trust Services
The Charlotte financial advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:
- Wealth Management (financial, retirement, and estate planning)
- Investment management
- Cash flow and budget planning
- Charitable giving strategies
- Personal trust and estate settlement services
- Family Office
- Sports & Entertainment services
- Business consulting services
- Institutional services
- Retirement plan consulting
The Charlotte office has a staff of 25 professionals serving clients throughout the Carolinas and the Southeast. The advisors have an average of 20 years of financial advisory experience and a deep network of professional relationships, which enables them to assist their clients in making wise financial choices consistent with faithful stewardship. As one of Blue Trust’s largest offices, the office serves nearly 700 clients with combined assets under advisement in excess of $3.9 billion.* The current managing director is Roger Gum, who has over 30 years of experience at Blue Trust working with individuals, families, and businesses. The Charlotte office was opened in 1994 and managed by Sr. Partner, Hunter Pugh, for 27 years until transitioning to Roger.
*As of 12/31/24 and subject to change.
Managing Director
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