Client Experience

We deeply respect and honor the unique individuality of every client that we work with. This leads us to spend a considerable amount of time to uncover and understand all of the facts and nuances of their lives. This "discovery process" is conducted in the most professionally sensitive manner, in a non pressurized environment. We diligently protect the privacy and concerns of our clients in every step that we take with them. Our advice is delivered in a honest, coherent and unbiased fashion. Each relationship becomes intimate and solely focused on their needs and desires.

Who We Serve

Our Team

Registered Principal

I grew up in a tough Inner-city neighborhood in New York. As a young teenager, I looked at my peers and at how people ar...

Client Service Manager

As a God-fearing, devout Christian, I live a life driven by the leadership of God, which allows me to use the gifts...

Latest Blog Posts

Michael Salley |
Continuing on with what I do when I’m not working, I want to share a bit about a passion of mine—cycling. Now, cycling is not something I use to generate business. If we meet at an event and you ask me what I do for a living, I will hand you my business card. Making those connections is just part of being successful in this industry, but that’s not why I ride. I want something...
Michael Salley |
The short answer is yes, in a number of ways. However, rather than just take it at face value, a closer examination of the two different types of investments will reveal how they differ in the amount of safety investors should expect from each. For the average investor, mutual funds are an exceptional investment vehicle, as much for their potential to generate solid market returns as for the access to the markets. They provide diversification...
Michael Salley |
I don’t spend all my time talking with clients about their finances. Don’t get me wrong, I love what I do, but there are other sides to my life. I’m an active member of my church. I love to get out there on my bicycle on the weekends. And I mentor boys through a local non-profit, the Distinguished Gentlemen’s Club, here in Summerville, South Carolina. Why? Let’s say it’s my way of passing on a...