We aspire to create a dynamic wealth management firm that is irresistible to clients, advisors and employees. Guided by unwavering values and focused on culture and infrastructure, we’ve created a firm empowered to improve the trajectory of success for everyone at every level.
We cultivate a culture where every advisor, employee and client is valued and appreciated for their unique talents and knowledge. A vital piece of this culture is maintaining an advisor- owned-and- operated firm where each advisor is involved in the firm’s direction and retains their independence when managing their business.
At our foundation is an innovative technology platform and engagement with strategic partners as needed to enhance firm-wide capabilities and deliver institutional-quality advice with personal, customized service.
By setting the new standard in wealth management, we remove systemic obstacles that hinder the advisor-client relationship. We find this creates a place that is quiet enough to hear our clients, and capable enough to provide the advice they deserve.
Please note our affiliate offices at:
532 Governor Morrison Street, Suite 200
Charlotte, NC 28211
Phone: 704.360.5060
17 ½ N LaFayette Square
LaGrange, GA 30240
Phone: 706.756.1257
