William Smith, CPWA®, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC
Advanced Planning Advisor, Team Leader
919.546.0888
Scott Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC
Advanced Planning Advisor
919.546.0888
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.