Clients

The majority of our clients reside inside the Triangle area, although client relationships exist throughout North Carolina and the continental U.S.


Major segments of our client base include retirees, those getting ready to retire, and those within five to ten years of retirement age.


Overall, our clientele is quite diversified by occupation, income level, and net worth. And each client has a unique set of goals, needs, philosophies, attitudes, timeframes, expectations, investment temperament, and so on. But those we serve also share several key characteristics.

Our clients…

  • are disciplined savers
  • want to optimize the value of their resources
  • understand the value of planning for the future
  • have realistic, specific, and measurable goals, and are committed to achieving them
  • seek unbiased professional advice

It’s never too early or too late to initiate the planning process.

"Would your strategic plan pass a stress test?"