Broker Check


How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Using a hands-on, active, team approach we serve our clients in the following areas:

Investment Management

With Passive, Hybrid & Tactical Models available, we provide proven investment tools designed to suit almost any risk profile. Optionally, our internal research team builds custom models tailored to client needs, taking advantage of our OCIO concierge service provided by Maven Asset Partners, a TAMP that is operated on Envestnet.

Tax Planning

Client tax strategy should be tailored to individual circumstances and blend all available vehicles including Charitable Trusts, Life Insurance Trusts, Business Buy/Sell Agreements and more. We coach on strategies tailored to specific clients and work hand in hand with both regional and national tax attorneys.

Real Estate Strategy

Analyzing client current real-estate holdings ensures they are taking advantage of changing property markets and lending options. We provide guidance and access to select Real-Estate Funds and Projects to best fit client needs. 

Insurance Planning

Periodic policy reviews ensure client insurance coverage takes advantage of the latest tax laws. Through our select network of providers, we bring advanced insurance strategies to the table designed to take full advantage of the ever-changing legal landscape. Insurance strategies and service are provided by Zermatt Insurance Agency which is located in Charlotte, N.C..

Liability Planning

Reviewing client debt profiles ensures the liquidity requirements outlined in their Investment Policy Statement are met without compromising their growth goals. Leveraging their assets through our network often allows competitive rates you may not be made aware of through conventional lenders.

Estate Planning

Strategies focused on the generational transfer of client wealth should be periodically reviewed as their estate changes and new legislation creates opportunity for optimization. With access to regional and national estate planning attorneys, we craft multi-faceted strategies that align with client goals.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. 872-3051 | (662) 872-3051