Jim McCollom
Wealth Advisor/Retirement Planner
Jim has spent over 25 years working with businesses and individuals to implement retirement and investment strategies. Jim's goal is to help clients manage the assets they spend a lifetime accumulating. He strives to achieve this through...
Alyssa Bride
Executive Assistant
Alyssa works alongside Jim and Joe assisting clients, scheduling meetings, and ensuring smooth processing. She is a proficient and energetic organizer with excellent written and verbal communication skills. Alyssa graduated from UNC...
Joseph Giordano
Wealth Advisor / Fixed Income
704-247-9491
Joe's focus is on helping individuals, businesses and organizations create personalized strategies to help achieve their financial goals and needs. He believes that it is of utmost importance for clients to understand goals before...
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.