If you believe that…

• Being one of a small family of clients is better than being one of 1000+

• Your advisor should call you more than you call them

• Your plan should shape your investment decisions, not the other way around

• You should benchmark your performance against your goals,

  not a random market index

• Your advisor should help you select objective strategies and

  investments and not offer proprietary products

• Your advisor should be as committed to your financial success as you are

…then you understand what we mean

when we say “there is a difference.”

11121 Carmel Commons Blvd., Suite 130, Charlotte, NC 28226

Phone: 704-900-5779  |  Fax: 704-900-7525  | Toll Free: 855-407-3175