Broker Check

27 East Catawba Street, PO BOX 228, Belmont, NC 28012

(704) 461-8847
Ryan.Schrift@rjschrift.com
Client Login

Better Client Outcomes 

I love finding that one unique opportunity for a family that is a game changer. Nothing means more to me than the moment when our clients feel our impact and I can see it on their faces.”  - Ryan Schrift

Schedule a Call

We stack the odds in your favor. 

Dedicating each investment dollar to a particular purpose we build client portfolios using an evidence based process on current and objective information.

Business Owners

Business Owners

If you are not planning on exiting on your terms, the terms will be decided for you.

Learn More
Retirees

Retirees

Saving to retire is different than spending in retirement.  We will do whatever we can to make sure you are successful. It’s personal to us. 

Learn More
Pilots & Crew

Pilots & Crew

Charting Your Path to Financial Independence: An Experienced Advisor for Aviation Professionals

Learn More

Who We Are70 Years Of Experience

We are a team of professionals who sit on the same side of the table as our clients. We are not tied to any Wall Street investment banks and offer customized advice without exception. With over 70 years of collective investment experience, our office offers a forward vision led by Ryan Schrift, who uses these considerations as our keystone.

Client vs. Institution
Evidence vs. Emotion
Process vs. Product
Current vs. Historic
Objective vs. Subjective

8 Ways to Stay Confident In Retirement

It s time you changed the conversation about money from product focused to process driven. We'll shatter your pre conceived notions about money and what to expect from your financial professional.

Thank you!
Oops!

Resource Library


Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Learn more


Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

Learn more


Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Learn more


Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Learn more


Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

Learn more


Money

Managing your money involves more than simply making and following a budget.

Learn more

Schedule a Consultation


Schedule Now
Thank you!
Oops!