Broker Check

Our Team

Edwin H. Wadsworth, Jr., CLU, ChFC

Partner, The Wadsworth Group



Ed brings 37 years of experience to the table as a consulting specialist in the fields of financial independence, exit planning and estate planning. As a Chartered Financial Consultant, Ed is an experienced and qualified specialist committed to your financial well being, as well as that of your family and your business. His esteemed credentials include:

Furman University B.A. 1975
American College CLU 1998
American College ChFC 1998
FINRA Series 6,7 & 63 held through LPL

Multiple qualifying years MDRT, Top of the Table
A "Charlotte Magazine" Five-Star Wealth Manager Recipient - 2013

Professional Organizations
LPL Financial
Society of Financial Services Professionals

Ed and his wife Ruth are active at Davidson College Presbyterian Church. They enjoy time with their children and grandchildren, golf, hiking and travel.

Larysa Lazartic

Account Services/Client Relationship Manager



Larysa joined the Wadsworth Group in 2002. She supports the team as a Client Relationship Manager which includes all account services and communications in order to enhance the overall client experience.

Larysa graduated with a BA in Psychology from Rutgers University. Prior to joining the Wadsworth Group she worked for 15 years in the Commodity Trading industry, most recently as an Assistant Vice President with Daiwa Securities where she managed the 24 hour International Futures Trading Desk. Other employment in a similar capacity includes Commodities Corporation and the former Tricon/DPM (Blenheim Capital Management).

Originally from Franklin Township, NJ, Larysa lives in Huntersville with her husband, Ed. Larysa's many hobbies include music, languages, trekking, golf, water sports and supporting the Panthers. She and her husband are active in various charitable endeavors with a special soft spot for the Make a Wish Foundation.

Jim Lowry CRPC MBA

Managing Partner



Jim is the  Managing Partner of The Wadsworth Group and Capital Plan Advisors. An LPL Financial Advisor and Chartered Retirement Planning Counselor* with previous Merrill Lynch and JP Morgan/Chase experience,  Jim has been serving customers for more than 20 years

Jim lives in Huntersville with his wife Lauren and their three sons Ronan, Conall and Dermot.

*CRPC conferred by College for Financial Planning.