2420 South Lakemont Avenue,
Our team has been in place for over 30 years and have built a diverse “client centered” team to give our high net-worth clients the attention and service they need and deserve.
Our goal is to advise younger generations and help them to build a solid financial plan.
We have worked with many clients receiving corporate benefits including Lockheed Martin, Boeing, Progress Energy, Allstate, United Space Alliance and many other corporations.
With our collaborative planning process, we can nurture your wealth so you can have financial freedom, while planning for your family’s future.
We understand the trials and tribulations of being an entrepreneur as we, also, are one in the same.
We have many successful clients that are women. In many cases, they are the sole income-earner of their family.
Unfortunately, the death of a loved one will touch all of our lives. We have guided many clients through this challenging transition.
Your loved one with special needs is truly a blessing. We want to assure the proper planning is in place to assure your intricate family needs have been addressed.