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Strong history and local heritage

We are intertwined with the communities we serve, and we probably see you at local events. Our character and standing have been paramount to building our business in North Carolina for nearly twenty years. You can feel secure and safe, knowing you have us as your partner – for the entire range of your wealth planning needs.

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Disciplined investment process

We follow a disciplined, methodical, and repeatable process that has successfully generated attractive risk-adjusted returns in both good and challenging times. Learn more about it here. You deserve to know how we structure and oversee your portfolio, and it’s our job to help you understand and be comfortable with how we manage your resources.

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Outstanding investment management with quality strategies

You have a distinct set of goals and aspirations, and our solutions position you on the path to achieving them. We create equity and fixed income strategies that can fulfill your long-term growth and current income needs and stabilize your portfolio to help withstand market volatility. We make modifications in response to economic conditions and, more importantly, your evolving needs.

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Holistic approach

We take a holistic approach, based on the premise that the whole of your wealth plan is greater than the sum of its parts. We examine your entire picture with the rest of your team—not just your investments or trust needs, but how you allocate your resources, your future goals, the retirement lifestyle you desire, your legacy and philanthropic plans, and everything between.

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Superior client service

We are your partner throughout your wealth management journey. Many companies claim to offer superior service, but fail to deliver on that promise. We are different, because we focus on you. We take your needs seriously, and we respond to them promptly.