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Who we help most

People who benefit most from our services:

• Are retired now or will be retiring within the next 7 years

• Are serious about having a financial plan for living a financially successful retirement

• Prefer to delegate their investment management to a professional

• Prefer the personal attention from being part of a small family of clients

• Have investment assets of $500,000 or more

“Often he who does

too much does too little.”

How to find us…
We are conveniently located in 
South Charlotte 
in the Carmel 
Park complex. Click for easy driving directions
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11111 Carmel Commons Blvd., Suite 460, Charlotte, NC 28226

Phone: 704-900-5779  |  Fax: 704-900-7525  | Toll Free: 855-407-3175

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.


The LPL Financial registered representative associated with this site may only discuss and/or transact securities

Business with residents of the following states: CA, CT, FL, GA, MI, MO, NC, OK, PA, SC, WI.