Strategic Wealth Accumulation & Risk Management

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Since 1969, we have helped create programs and portfolios to meet long-term financial goals for over 3,000 clients across the Southeast covering South Carolina, North Carolina, Georgia, Florida, Virginia, Alabama, and Tennessee.

Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help. 

We start by clarifying our independent business structure and explaining the different ways we can help. We analyze your goals and compare them to your current portfolio. Then, we recommend an investment strategy designed to meet your risk tolerance.

Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. Our agents each have over 20 years of experience and hold applicable licenses and credentials as independent brokers. This allows us to operate freely and not be captive to any company, which means we represent multiple companies and focus on finding the best investment options most suitable for each clients' needs and financial objectives.. And you can count on unbiased recommendations and impartial guidance.