Wealth Management Planning


We approach Wealth Management Planning from two perspectives 

with considerable overlap between them.


The Risk Tolerance Questionnaire will guide our advisors in designing the most appropriate portfolio for you based upon your objectives, time horizon, and risk tolerance.

Risk Tolerance Questionnaire


The Client Questionnaire is the basic tool to guide our advisors as we start your comprehensive financial plan.

Client Questionnaire


Please bring copies of all investment account statements, company pensions, company savings plans, college savings plans, insurance policies, tax returns, wills, etc. Questionnaires can be faxed 704 845 0721 or emailed securely.  We will send you a secure email link for you to attach questionnaires.  If you have any questions while completing these questionnaires, please call us at 704 845 0720.


Thank you for taking the time to complete our Client Questionnaires!