445 Dolley Madison Road, Suite 306
Greensboro, North Carolina 27410

855-264-9017 • 336-235-6602

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Our Divorce MAPP Experience. Trust. Integrity.

Family Office

Today’s affluent families are seeking more than the typical wealth management relationship. These families have needs and complexities that require a unique approach. They are seeking an advisor relationship that takes into consideration all of their family’s goals from, intergenerational planning, business succession, tax planning, internal family complexities, philanthropy and more. Understanding that this can only be accomplished by deploying a team of skilled advisors with a dedicated support staff that focuses on their needs and not just their portfolios, where do they turn? Our solution is our Family Office Services.  |  Learn more about our Family Office Services »

Marital Asset Protection

While the personal effects of divorce are complex enough to deal with on their own, adding financial concerns to the equation makes divorce even more difficult. Our team is here, not only to help you through your divorce, but also to help you take control of your financial future. More than that, we are inspired to help you pave the way for your financial  independence!   |  Learn more about Marital Asset Protection »

Private Wealth Management

Accumulating wealth requires a lot more than just picking top funds or hot stocks. Diversifying for the sake of diversifying doesn’t work – regardless of the quality. Our experience of more than 30 years of wealth management has demonstrated to us that the foundation of wealth accumulation begins with a plan.  |  Learn more about Private Wealth Management »

 

Helpful Content

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

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

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

 

Money that Buys Good Health is Never Ill Spent

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

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

A Look at Systematic Withdrawals

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for Retirement

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

Impact of Taxes and Inflation

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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5 Smart Investing Principles

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

Tax Management Strategies

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

The Facts About Income Tax

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

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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