Our Services

Financial Services and Planning Solutions

- Serving NC families and family businesses for over 45 years -


WE SPECIALIZE in providing financial guidance, estate & business succession planning and retirement income solutions.  Our holistic planning approach is tailored to the needs of family businesses/professional partnerships, and individual families alike.

WE BELIEVE the key to successful financial planning is based on first obtaining a deep understanding of our clients' needs and goals, and then properly coordinating planning strategies with appropriate and creative solutions.     

WE STRIVE to achieve a long-term relationship with our clients built on trust and understanding. We perceive financial planning as an ongoing, dynamic, and multi-generational process.