Initial Consultation

We understand that we are not the right fit for everyone and that is OK. During our time together we will have the chance to get to know each other, talk through what is important to you and what it is you are looking for in an advisory firm. In return we will share with you how we work with our members and what you could come to expect when working with us. Our hope would be at the conclusion of our time together we would be able to determine an appropriate next step.

To learn more about us or to schedule a complimentary appointment, please either call us at 704.441.3300 or click here to fill out our online Inquiry Form, and we will contact you as soon as possible.

We look forward to hearing from you and would be happy to answer any questions you have.

Be assured that all information is completely confidential whether you become a client of ours or not.