2100 East Cary Street,
Yes! We love to partner with our client's teams to make sure we are looking at their entire financial picture from every angle. We see the value in the relationships you have built, and with your permission, we will work hand in hand with your team, or help you build one.
Yes, not only do we accept referrals we appreciate them. We firmly believe that everyone should have access to high-quality advice and guidance to help them reach their financial goals. Our team is dedicated to providing a world-class service experience to you and your referrals. We are happy to meet with those who mean the most to you and better understand if we are a good fit for what’s important to them.
We believe frequent contact with our clients is important to their overall financial plan. All clients are invited to meet with us at least annually in a face-to-face or virtual setting based on their preference. We contact clients monthly with market and investment updates. We also provide periodic updates as conditions warrant. Finally, we want to be a sounding board for our clients and welcome questions at any time.
Yes, we welcome any customizations you would like to see in your relationship. If it’s important to you, it’s important to us.
We offer clear and upfront costs to our clients. We spend time discussing how we are compensated, how the cost structure works, and what to expect. We will ensure you understand the cost of anything that we do prior to doing it, and make sure you understand reasonable alternatives so that you can make an informed decision.
Yes, we are happy to help with simplifying your finances and consolidating your accounts including IRA’s, 401(k)’s, Annuities, CD’s, 403(B)’s, and many other accounts.
Yes, we are registered in many states and can obtain registration in a state should a client move away. We have clients across the country, and with today’s technology and capabilities, we can accomplish the same for a client if we were in the room together.
We are financial planning and investment management firm that strives to make a meaningful difference in our clients' lives. Our team regularly reviews with our clients not only their accounts held here with us, but also their mortgage, loan, retirement plan at work, risk management, life insurance, pensions, and cash positions. We don’t only advise on the assets we manage, we look at our client's lives the way that they do.