ADVICE AND SERVICE FOR INDIVIDUALS
We are distinguished by:
- Taking a comprehensive approach which looks at all aspects of a client's financial situtation.
- Balancing the needs of multiple generations.
- Understanding and incorporating income and estate tax considerations.
- Collaborating with clients' accountants, attorneys, and other advisors in developing advice.
- Offering a wide range of Family Office Services
- Discretionary management services are provided through Old North Advisors, a division of Federal Street Advisors. To learn more about Old North please visit their website at http://www.oldnorthadvisors.com/.
" WE CAREFULLY LISTEN TO OUR CLIENTS AND STRIVE TO OFFER THE BEST POSSIBLE INVESTMENT ADVICE FOR THEIR INDIVIDUAL CIRCUMSTANCES. "
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