Building Legacies

Community Involvement

Our Commitment to Community

At Charlotte Legacy Group, we believe legacy begins with service. We are mission-driven financial professionals dedicated to strengthening the communities we serve through education, empowerment, and access to strategies that support long-term financial security and generational wealth.

Grounded in faith, family, and cultural connection, we are united by a shared vision: to ensure individuals, families, and business owners, especially those in underserved communities, have the knowledge, guidance, and resources they need to thrive.

We approach every relationship with integrity, compassion, and a long-term perspective—because building a legacy is not just about wealth, but about impact.

We Don’t Just Serve Our Community—We’re Part of It

Organizations We Support

Peggy Ward Financial Education Center

The Peggy Ward Financial Education Center (PWFEC), located within the North Carolina Central University School of Business, serves as a dedicated hub for transformational financial education. The center provides students and the broader community with the tools, resources, and guidance needed to build lifelong financial skills. Through its commitment to education and empowerment, PWFEC supports the advancement of generational wealth and long-term financial well-being.

Renaissance West Community Initiative

The Renaissance West Community Initiative (RWCI) is a Charlotte-based nonprofit committed to breaking the cycle of intergenerational poverty through a comprehensive, community-driven approach. Serving as a “Community Quarterback,” RWCI leads the transformation of the former Boulevard Homes public housing site into a thriving, mixed-income neighborhood. Guided by the Purpose Built Communities model, its work centers on three core pillars: high-quality education, mixed-income housing, and community wellness, creating a strong foundation for long-term opportunity and sustainable growth for residents and families.

National Black Movie Association

Founded in 2019, the National Black Movie Association (NBMA) is a 501(c)(3) nonprofit organization dedicated to championing Black films and advancing diversity, inclusion, and equity within the film industry. Composed of filmmakers, industry stakeholders, and film enthusiasts, NBMA supports the next generation of talent by providing resources, educational opportunities, and professional development. With a strong focus on students attending Historically Black Colleges and Universities (HBCUs), the organization is committed to expanding access and creating pathways for aspiring Black filmmakers to thrive.