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What We Do . . .


Wealth Management & Planning

Wealth Management, Financial Services
Retirement Planning & Estate Planning
for Individuals, Families & Organziations
and Support Services for Representatives


Advanced Insurance Services

Insurance Services for
Individuals, Families, & Organizations
and Support Services for Agents

Wealth Management & Planning (WM&P)

Wealth Management & Planning is a private wealth management company with a dedicated team of financial advisors aligned with LPL Financial (LPL), the nation's number one independent brokerage firm.* Through our affiliation with LPL, we are supported by solid investment research, technology and products that will provide you with innovative strategies and a comprehensive plan to achieve financial success.


Advanced Insurance Services (AIS)

Insurance is complex. With highly qualified and experienced brokers, licensed in all 50 states, we are dedicated to protecting your assets through life insurance, long-term care, disability, health insurance and annuity solutions. With access to over 200 insurance companies, we ensure you have access to the options you need to achieve your goals at a cost you can afford.


Today's Markets


Get a complimentary second opinion on your current financial plan, 401k/ira, or life insurance policy.

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2840 Plaza Place Suite 206, Raleigh, NC 27612

Local 919-881-2850 • Fax 800-785-1070