Financial Advisors Dedicated To Collaborating With Our Clients
Wealth Management Solutions
Located in the heart of Hickory, NC, our sole focus is always centered around our clients. As two entrepreneurial founders, we are dedicated to putting clients at the forefront of every financial planning endeavor.
Personalized Financial Strategies & Unwavering Support Every Step of the Way.
As Investment fiduciaries in advisory accounts, we pledge to uphold transparency while delivering unparalleled, optimal service. Our robust suite of services is designed to cater to your individual needs, encompassing investment management, estate and trust planning, business consulting, multi-generational wealth planning, and more.
Noah Geoghegan, CTFA
CO-FOUNDER
CHIEF OPERATING OFFICER
Tom Minami, CFP®, CFA®
CO-FOUNDER
CHIEF INVESTMENT OFFICER
Caroline Montgomery
DIRECTOR OF CLIENT RELATIONS
