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Travel to your destination with clarity and arrive with confidence.

Thrive in all the important aspects of life.

How can we help you “Live a Life of Significance?”

You have financial questions, and you want unbiased, independent answers. You may be at a critical time in your life where you need to take action with specific planning decisions. You may have a desire to simplify things and get better organized financially. You want someone to help you and your family – all generations -- make smart decisions. You want someone who cares.

You have come to the right place.

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2017
Tom Donahue named winner of the Five StarSM Wealth Manager award for the 10th consecutive year.

2016
Tom Donahue named winner of the Five StarSM Wealth Manager award for the 9th consecutive year.

2015
Tom Donahue named winner of the Five StarSM Wealth Manager award for the 8th consecutive year.

2014
Tom Donahue named winner of the Five StarSM Wealth Manager award for the 7th consecutive year.

2013
Tom Donahue named winner of the Five StarSM Wealth Manager award for the 6th consecutive year.

2012
Tom Donahue named winner of the Five StarSM Wealth Manager award for the 5th consecutive year.

Tom Donahue winner of Five StarSM Wealth Manager of the year award

Timothy Hamilton winner of Five StarSM Wealth Manager of the year award

Five Star Award: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 949 Charlotte wealth managers were considered for the award; 132 (14 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

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