Your financial planning needs are unique. Our team led by Cliff Porter, John Capets and Rand K. Gordon, CFP® will go deeper to understand your mindset — what shapes your view on money.
Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center — powered by Goldman Sachs.
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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