Full concierge planning and investment management. We work in tandem with your other advisors to create, facilitate and monitor all the financial concerns that you may have. Whether an individual family, multi-generational trust administration, a small business owner or any variation in between, a Foundation client has the complexities and comprehensive planning needs that must go along with successful asset management.

  • Minimum of two review meetings a year.

    • One with a focus on Full Financial Forecasts that incorporate immediate IMPACT action items, accomplishments and long term goals.

    • One with a focus on your retirement funds, equity portfolio, investment strategies and needs inclusive of insurance, annuities and real estate reviews

  • Quarterly phone meetings as needed with your lead advisor

  • Quarterly comprehensive reports

  • We will work with your children and/or grandchildren at no planning cost to begin their financial education and establish good savings habits.

  • Tax strategy planning and assistance with implementation. We work with your tax preparer to come up with the best strategy for today and have consistent reviews.*

  • Estate planning review to ensure your documents say what you want and are reinforced by your portfolio structure and titling. We work to ensure your intentions are clear and correctly executed.

  • Family meetings as necessary or requested to facilitate your intentions.

  • Insurance planning and execution.

  • Retirement savings planning and income strategies once you are in retirement.

  • Trust management and trustee assistance.

  • Small business owner strategies for remaining on your personal success path while growing your business.

  • College funding.

  • Legacy Planning inclusive of philanthropic and charitable planning.

  • Estate Settlement Needs

  • A Personal Financial IMPACT Website – eMoney digital platform for you and your designated users to consolidate, store and access important documents in a secure digital space

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.


301 N. Elm Street, Suite 301

Greensboro, NC 27401

P: 336-274-9403

F: 336-273-0217


3001 Academy Rd., Suite 110

Durham, NC 27707

P: 919-595-0619

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Advisory services and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC,  a broker-dealer & Registered Investment Advisor.  Cetera is under separate ownership from any other named entity. 

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at