The most fundamental part of our job is building trust in our relationships.
Our Eight C’s
How do we earn the trust of our clients? Our logo is composed of eight interlocking C’s. These C’s represent the ways we strive to earn our clients trust.
We believe that the best interest of our clients is the only interest that matters, and that means putting our clients first – always.
We are committed to providing our clients with exceptional service, communication and financial advice.
Consistency and dependability means we follow through and do what we say we will do – every time.
Each relationship is unique, and our goal is to know our clients well so we can customize solutions for their specific situations.
We understand the importance of open, clear, and consistent communication. While our clients may not care to know the details behind every single financial decision we make, helping them understand our approach and our thought process is an important aspect of the relationship and we are always working in their best interest.
Character and integrity are fundamental qualities that show through in everything we do inside and outside the office.
We don’t believe that there are any tricks or magic solutions in financial planning. Rather, the best answers are often the simplest and should always pass the “common sense” test.
Having served the Carolinas for over 35 years, we are grounded in the Charlotte area. As philanthropic corporate citizens, we are dedicated to improving our community through numerous charitable endeavors on an individual and company basis.