Our clients receive the dedication of a seasoned team of wealth managers: from investments, to tax services, to business consulting, to estate planning. As an independent firm, our primary focus is the delivery of objective financial advice. Hence, we become the family CFO. The more complicated your financial life becomes, the greater the benefit of simplicity.
We provide the foresight, organization, efficiency and discipline necessary to bring order and clarity to our clients' financial lives. We focus on the client relationship, develop customized, objective solutions to protect and grow our clients' wealth. In addition, we incorporate tax reduction strategies that further help to focus on bottom line results.
We provide the foresight, organization, efficiency and discipline necessary to bring order and clarity to our clients' financial lives. We focus on the client relationship, develop customized, objective solutions to protect and grow our clients' wealth. In addition, we incorporate tax reduction strategies that further help to focus on bottom line results.
Services
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
As Managing Partner, Paul specializes in providing client-centered comprehensive financial guidance to individuals, families and their businesses with a focus on optimizing their unique tax situations, income requirements and long term planning needs.
Paul's years of experience as a Senior Wealth Manager, Certified Public Accountant/ Personal Financial Specialist and CERTIFIED FINANCIAL PLANNER professional led him to combine tax, investment, insurance and lending components within one financial services firm.
Paul's years of experience as a Senior Wealth Manager, Certified Public Accountant/ Personal Financial Specialist and CERTIFIED FINANCIAL PLANNER professional led him to combine tax, investment, insurance and lending components within one financial services firm.
Danielle attended the University of North Carolina at Wilmington and graduated in 2008 with a Bachelor of Science Degree with concentration in Accounting from Cameron School of Business. She began her career with The Vanguard Group in Charlotte, as a licensed registered representative, relationship manager.
Charles joined the firm in 2013, bringing over 20 years of experience in taxation and wealth management, specializing in US and international taxation, wealth preservation, retirement income planning and portfolio management.
He is committed to achieving unsurpassed client satisfaction through the delivery of the highest quality, value-added investment management and financial planning services for professionals, business owners, corporate executives and other individuals of substantial income and/or assets.His tax background and financial planning expertise are ideally placed to help clients achieve their financial goals.
He is committed to achieving unsurpassed client satisfaction through the delivery of the highest quality, value-added investment management and financial planning services for professionals, business owners, corporate executives and other individuals of substantial income and/or assets.His tax background and financial planning expertise are ideally placed to help clients achieve their financial goals.
Megan's professional background includes over ten years in the customer service and hospitality industries. She provides a caring and personable approach to our clients as well as an acute attention to detail. She makes it her goal to exceed the expectations of our clients.
Her continued educational studies include coursework at Guilford Technical Community College in Jamestown NC, and Cape Fear Community College in Wilmington NC, with a focus on psychology and biological sciences.Megan was raised in Trinity, North Carolina, the birthplace of Duke University. She is a dedicated mother to her six year old son, Reyce, whom is her proudest achievement.
Her continued educational studies include coursework at Guilford Technical Community College in Jamestown NC, and Cape Fear Community College in Wilmington NC, with a focus on psychology and biological sciences.Megan was raised in Trinity, North Carolina, the birthplace of Duke University. She is a dedicated mother to her six year old son, Reyce, whom is her proudest achievement.
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