Welcome and thank you for visiting!



To be known as the premier provider of financial solutions to both individuals and business owners in the Carolinas.  

For Business Owners, we have found that many lack collaboration among their professional advisers, they are aware of the increasing complexities of managing a plan and need a sound strategy to exit their business on a favorable basis.  The three most likely causes of an exit include death, disability or retirement. The succession and continuity strategies we provide help to resolve these problems and provide clarity through our process oriented approach.

For Individuals, our individual clients have experienced the frustration and complexity of managing and protecting their assets.  They lack the time and expertise to implement and monitor a plan, although they believe having a plan will increase their success rate and provide for a better retirement and legacy. 

We hope you find this site informative and useful. Feel free to contact us if you would like more information about a particular product or service.

We look forward to hearing from you!



Brian and Mark

OSJ-4350 Congress St., Suite 300, Charlotte, NC 28209 (704) 557-9600