Carolina Legacy Group

How we serve you

Stewardship, discipline, and commitment are the cornerstones of my practice.

We help our high-net-worth clients achieve and maintain financial security by providing customized planning and long-term financial solutions. We combine sophisticated wealth planning tools with professional resources to match our client's objectives with customized solutions. We work with a limited number of families and businesses to ensure that their experience is outstanding in every way.

Particular areas of specialty are:

Wealth management planning — Retirement income strategies / Portfolio management / Tax considerate investing
Insurance and estate planning services— Asset protection / Asset transfer / Trust Consultation

What you can expect

An initial consultation and evaluation of your financial state, your goals, and your risk tolerance.
An in-person meeting on a regular basis (or as requested) to review your finances and your personal situation to ensure that all needs are being met.
Periodic telephone calls for updates and to address any immediate needs.
A direct working relationship with your tax advisor to ensure that proper tax strategies are being utilized.
Estate planning services and guidance, offered in conjunction with your estate planning attorney.
Periodic review of your insurance coverage, including life, long term care, survivor protection, and estate preservation.
Any additional services that are deemed necessary to the pursuit of your financial goals.

Our beliefs

Our clients' best interests are always the first priority. We represent you.
Clients deserve the highest possible level of service and professional counsel at all times.
Any recommended plan or strategy will consider your long-term goals, risk tolerance, and current financial situation.
Clients deserve to be kept informed regarding the performance of their investments, market conditions, and any other factors that may affect achieving their financial goals.