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Contact Us: 678.386.2692

Integrity, Insight, Independence


Charting your personal financial course is much easier said than done.  Unfortunately, life gets in the way.  Things like mortgages, tuition, blown transmissions, divorce, children moving home, recessions, stock market corrections, job lay-offs, health issues and the like make the challenge of achieving your financial goals much more difficult than you ever could have imagined. 

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Voluntary Group Benefits

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All products are offered on a guaranteed-issue basis.

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Free Life Guides

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Designed to provide you with information and guidance on a variety of life events.

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The Endowment Model

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Learn more about alternative investment offerings that may provide greater diversification.

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Virtually every financial firm will promise you that they have the “silver bullet” which will enable you to achieve each and every goal you have set for yourself.  Unfortunately, in most instances these are simply empty promises. 

In 2012, two veteran financial advisors, including Doug Gow, set out to create a firm that was different from all of the tired “promise you everything deliver dramatically less” companies that you’ve probably been dealing with your entire life.  Their goal was to establish long-lasting relationships based on mutual trust instead of the “latest-greatest” financial program that you simply cannot live without.  All relationships are based on trust regardless of the situation.  Why shouldn’t you trust your financial advisor?  More to the point, why would you work with a financial advisor you didn’t trust?  That simply doesn’t make sense.


*Affiliated with Capital Investment Advisory Services, LLC.  Securities offered through Capital Investment Group, Inc.  Member FINRA/SIPC.  Corporate Office:  17 Glenwood Avenue, Raleigh, NC 27603.  (919) 831-2370

Why Choose Us?

Our focus is not just on the bottom line. Our primary goal in working with clients is helping them find the products and strategies that fit their needs and offer the best opportunity to achieve retirement objectives. Our approach is informative and our practice is service-oriented.

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