Charlotte, NC
Greene Point Partners helps Charlotte-area retirees and pre-retirees coordinate tax planning and retirement income strategy under one fiduciary roof, guided by our PLAN Success Cycle™ process.
Planning for retirement in Charlotte is about more than growing a portfolio. It is about understanding how every financial decision you make today — from when you claim Social Security to how you draw down your accounts — affects the taxes you pay for the rest of your life. At Greene Point Partners, we work with retirees and pre-retirees throughout Charlotte to build a coordinated plan where tax strategy and retirement income planning work together, not in isolation.
As a boutique wealth management firm based in Charlotte, we take a fiduciary approach. Advisory services are offered through Compass Financial Management LLC, an SEC Registered Investment Advisor, which means we are held to a standard that requires us to act in your best interest. Our President, Alex Haase-Dubosc, brings 20 years of experience in financial services to every client relationship, with a focus on clarity and education over sales pitches.
Why It Matters
Retirement income rarely comes from a single source. Between Social Security, pensions, required minimum distributions, and personal savings, the order and timing of how you draw on these sources can meaningfully affect your tax picture over time. North Carolina's state income tax treatment of retirement income is one piece of that puzzle, and it should be considered alongside federal tax exposure — not as an afterthought.
We also help clients think through decisions such as when to claim Social Security, how required minimum distributions will affect future tax brackets, and whether Roth conversion opportunities make sense in a given year. None of these decisions exist in a vacuum — a choice that seems smart for this year's tax bill may create a larger obligation down the road. Our goal is to help you see the full picture so you can make informed choices, not guesses.
Our Approach
We guide every client relationship through a proprietary four-phase process. Tax and retirement planning both benefit from ongoing attention, and this process is built around that reality.
Build trust and gather a complete picture of your financial life.
Analyze your current portfolio, income sources, and existing plans.
Design and implement a personalized plan that reflects your goals and tax situation.
Continually monitor and adjust as tax law, markets, and life circumstances evolve.
Charlotte, NC
If you are approaching retirement, or already in it, and want a clearer picture of how tax planning and retirement income strategy fit together, we would welcome the chance to talk.
Schedule a Conversation