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WELCOME


what is interest on interest?

Albert Einstein called the power of compounding the most powerful force in the universe.  Our mission is to help you harness this power to help achieve your financial goals.  In other words, we invest to earn interest on your interest.

Remember Aesop’s Fable, “The Tortoise and the Hare?”

In our experience, taking a slow and steady investment approach — earning consistent returns over time — beats running the risk of a series of volatile returns and keeps our clients well invested.


we hope to demonstrate how we can put the power of compounding to work for you.

We invite you to learn more about our comprehensive approach, and welcome you to contact us at (910) 692-4330 or by email to schedule an appointment.