Monroe, GA Office

A note from Chris Stallings, Wealth Advisor

“Traditionally professionals in my industry operate under the title ‘Financial Advisor.’ Our firm has chosen to give its professionals the title ‘Wealth Advisor’ because of our holistic approach. My favorite time of day is when I sit down with a client and find out about the dreams that they have yet to attain and together, we are able to create a plan to get the client on track to pursuing their dreams.

Oftentimes, even our wealthiest clients still have hopes and dreams that are either yet unrealized, or worse, forgotten. I think about the widows that I serve that could have been taken advantage of by the dark side of our industry. Our firm fights for the hearts and the visions of those facing loss and transition. We simply use finances as a bridge when striving to attain the things that matter most to you: even your dreams from when you were a child.

For some of the people that we serve, they are working towards retirement. Some want to travel to see flowers bloom in Paris in the springtime, while others dream of making sandcastles on the beach with their grandchildren. As a result, they save into their 401k or establish an IRA to accumulate wealth towards that goal. Other clients have different aspirations and their plans might involve starting the bakery they’ve always dreamed of or investing in the real estate market.

If you’re interested in finding out what sets us apart from other financial advisors, we invite you contact us.”

Phone: (678) 884-8841

Fax: (678) 884-8841

Address: 248 N Broad St, Monroe, GA 30655

Mount Airy, NC Office

A Note from P. Kent Gravely, CFP®

“Thank you for taking the time to reach out.  I’ve been working in retirement planning and asset management for over 15 years.  My goal is to give you the information you need to make the best decisions for your financial future whether it’s what to do with a 401(k) or IRA, how to properly allocate a portfolio, or even how actually make a budget work.  Choosing a financial advisor is an extremely important decision and so I look forward to getting to know you and helping to answer your questions.”

Phone: (336) 907-2338

Fax: (336) 907-2338

Address: 425 N Main Street, Mount Airy, NC 27030