Not Your Typical Advisory Firm.
Do you feel like you are your advisor’s most important client? Maybe you deserve a better advisor!
Advisors who serve fewer than 100 clients, tend to develop deeper and more personal relationships. We’re built this way by design.
How We Operate
It Starts With Listening To You
We don’t open a financial document until we understand your story, your dreams, your fears, and your experiences with money. This is the core on which everything else is based.
It’s Built to Work Together
We believe advisors should invest the time to put your entire puzzle together. Taxation, Income, Legacy, Healthcare and Investments are all elements that deserve care. Not just managing investments.
It Gives You Clarity – And Time
A great financial plan does two things: it gives you back the time to focus on what matters most, and the clarity to see how the decisions you make today, can impact you tomorrow.
The People Behind Your Plan.
Every family who works with us has direct access to the people managing their plan. We also support serving clients in Cornelius and the Lake Norman area with integrated planning.
What You Should Expect From Your Advisor
- They should make you feel like their most important client.
- They should spend as much time as you need to feel comfortable with your choices.
- They should give advice solely based on who you are and where you want to go.
- They should be your first call when considering a major change or when an unexpected life event happens.
Our Pledge To You
- We will serve as your personal CFO. We will coordinate with your CPA, estate planning attorney, banker and insurance agent to give you the best possible planning experience.
- We are structured to be personally invested in your success. The better you do, the better we do.
- We will build your plan to be easy to follow. Your family will know exactly what to if something happens to you.
- We are committed to building deeper relationships with fewer clients. It's better for you, and it's better for business.
What You Can Count On
- You will always know who's working on your plan and why.
- We will reach out to you proactively when something change. You won't have to wonder if we're paying attention.
- We will speak plainly. No jargon, No fine print, No mystery.
- Your plan will be reviewed at least twice a year. Even more if life calls for it.
- You will always have an open line for you to share your questions, thoughts and concerns.