Hobart Wealth is a financial services firm serving valued clients throughout the Carolinas. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. In today’s uncertain economic environment, our mission is to provide sound financial solutions for every stage of life – solutions which enhance our clients’ peace of mind and allow them to enjoy the type of retirement they deserve.

Investment advisory services offered through Hobart Private Capital, LLC, a SEC-Registered Investment Advisor. Insurance services offered separately through Hobart Insurance Services, LLC, an affiliated insurance agency. Securities offered through Cape Securities, Inc., Member FINRA/SIPC. Hobart Private Capital and Hobart Insurance Services are not affiliated with Cape Securities.

**This information is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained here-in.** 

Insurance

Investment Management

Personal Finance

Hobart Wealth

A financial services hub focused on wealth management, digital branding, and trading operations.

300 E Kingston Ave

This office likely focuses on financial planning and investment management services for clients in the Mooresville area.

Hobart Wealth

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Hobart Wealth

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Teams

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