Customized Financial Solutions. Well-crafted in Hickory, NC.

Institutional Portfolio Management

Annuity Products for Tax-deferred Growth with Downside Protection

Life Insurance for Tax-free Retirement and Legacy Planning

Our Mission

To achieve the art of financial plan design by integrating experience with technology.

For Families

For over 31 years, our team has used a client-centric goals-based approach to tailor solutions that help preserve your wealth and protect your family.

  • Fee-Based Advisory Services
  • Tax Efficient Portfolio Management
  • Family Gifting Strategies

For Business Owners

Strategies to finance the capital gains tax upon the future sale of your business in order to maximize your after tax results.

  • Buy-Sell Strategies
  • Executive Compensation Planning
  • Key Person Planning

Our Values


We act with commitment, honesty & transparency.


We strive for exceptional service with the highest level of professionalism.


We aim to get it right the first time.


We challenge the status quo with continuous improvement.


We depend on cooperation, collaboration & mutual respect.