Why Us

There are numerous options for you in today’s world. Why do we believe clients choose us? 

  1. We are independent, experienced, objective, and have earned the CERTIFIED FINANCIAL PLANNER® designation.
  2. We have consistently been recognized for many years as Five Star Wealth ManagersSM, and we continually strive to improve.
  3. We are backed by deep and expert institutional resources. You get all the personal touch of a small, independent firm, while feeling secure with the backing of Commonwealth, one of the largest independent RIA/broker-dealer firms in the country.
  4. We limit the number of families we work with so that we can provide significant value. Our clients don’t just feel like a number.
  5. We are comprehensive. We act as a guide and resource in all financial components of their family’s life as we provide solid, on-going advice.

This is the future of Wealth Management: Money and Meaning.

We are leading the way.

We realize it is not for everyone. But if it is for you, please contact us for a complimentary consultation.

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


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.