How we work with you

Genuine relationships 

We forge deep, long-term relationships built through meaningful conversations with you and your family to better understand your unique expectations, concerns, goals and priorities. We then help you realize your life vision and focus on what’s most important to you—be it the success of your family, personal achievements, or the legacy you want to leave for the people and causes you care about most.  

Financial guidance 

When you work with us, you’ll find that our goals-based approach helps define how you want to live your life. It’s an opportunity to bring clarity to where you are today, while building confidence for where you want to go tomorrow.  

Our research, knowledge and expertise provide insight into the nuances of your goals—and how all the pieces fit together. As life happens and your circumstances change, we make sure you’re comfortable with your overall financial picture and help you stay on track. 

The Piedmont Regional Team develops customized solutions across these key areas: 

• Wealth accumulation 
• Retirement income distribution 
• Tax planning 
• Protection planning 
• Legacy planning