Greensboro • Raleigh • Charlotte • Atlanta • Dallas • Charleston • Orlando 

Family Office Marital Asset Protection Private Wealth Strategies

Our Firm

We help you understand and face your challenges with confidence through the development of a personalized road map designed to achieve your family’s goals

Family Office

We understand the needs of high net-worth families and provide integrated services designed to support their long-term goals and shepherd family wealth through life's transitions.

Second Opinion Process

Just as you seek out second opinions from doctors to protect your physical health, a second opinion from a Wealth Planning Advisor may help you protect your financial health.

Marital Asset Protection

We understand that divorce is a very difficult transition to make and our goal is to ensure that you get a fair and equitable settlement that stands the test of time.

 

 

Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

 

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

View all articles arrow

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

View all videos arrow