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(919) 381-5780

We strive to be one of the most respected financial advisory firms in the Carolinas and beyond. Our goal is to deliver a high-level of client satisfaction. We have done our job when you are truly confident in your financial life.

Life-stage Planning

Life-stage Planning

Years of experience have prepared us to guide you through your life transitions.

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Investment Management

Investment Management

We create disciplined investment strategies that are tailored to your needs and goals.

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Wealth Advisory

Wealth Advisory

We believe your values matter as you guide your family’s wealth.

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Thoughtful Advice.  Trusted Partners.

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Our Values

Our History

Our Team

Our Services

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Current Team

James H. Tucker

James H. Tucker, CFP®, CRPS®

Co-Founder & Wealth Advisor

(919) 381-5780

(919) 323-3370

Patrick L. Bria

Patrick L. Bria

Co-Founder & Wealth Advisor

(919) 381-5780

(919) 323-3370

Ann J. Fields

Ann J. Fields

Registered Financial Planning Associate

(910) 693-0032

(919) 323-3370

Michelle Pritchard

Michelle Pritchard

Client Service Associate

919-381-5780

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