Plan Well. Invest Well. Live Well
Investment Advisors Serving Charlotte
What We Do:
manage your money, for the rest of your life
Our advice is driven by your greatest goals. Together, we’ll build financial confidence.
Your experience begins with a carefully crafted plan: simplifying complexities and setting realistic expectations.
Working with us will free you to pursue your personal and professional passions.
Our Client Experience
fee-only, life-centric financial advice
Let’s begin with an investment in you, taking the time to understand who you are and how we can help.
Based on our objective understanding of your distinct life goals & challenges, we’ll craft your custom wealth plan and bring order to your assets.
With your plan in place, our partnership expands into managing your means towards achieving your most important financial goals.
Comprehensive financial planning is provided for an upfront fee ranging from $1,900 to $3,800, depending on complexity, and an ongoing monthly fee of typically $190. Asset management is provided for a fee ranging from 0.5% to 1.5% of assets managed per year depending on portfolio size. Gift certificates are available and make for a very meaningful gift.