Your financial planning needs are unique. So is our expert team of 5 financial advisors, led by Cliff Porter, John Capets and Rand K. Gordon, CFP®. Our firm combines all the resources of Goldman Sachs and years of expertise in retirement planning to provide the dedicated, one-on-one experience you’re looking for. Together, we get personal to help you live the life you want.
831 E Morehead Suite 350
Charlotte, NC 28202
Driving directions >
Telephone:
704-377-6945
M-F: 9am - 5pm
We are on the corner of Morehead and McDowell in the Addison Building.
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