7 Lafayette Place,
Hilton Head Island,
Meet the Team
Our team is comprised of professionals with over 85 combined years of financial experience, and we are focused on delivering customized solutions for your investment goals and needs. We support you with the latest technology and investment tools available, to achieve your financial and retirement goals.
Managing Partner & Financial Advisor
With more than 40 years of investment, banking and financial experience, Bruce knows firsthand about asset preservation and keeping his clients on a steady investment course during volatile markets and changing economic times....
Robert began his career in financial services as an intern with Merrill Lynch. After graduation, Robert worked briefly worked for Citigroup Smith Barney prior to relocating to Charlotte, NC in 2008. Since then, Robert held multiple...
Managing Director, WaterStreet Partners, Chief Investment Strategist Consultant
Tom is the Founder and Managing Partner of WaterStreet Research Partners, a firm specializing in providing strategy, research and investment tools to independent practices. Tom has over 30 years of experience in the investment business...
Karen received her Bachelor of Science degree in Accounting from the University of Richmond and her Master of Science in degree in Counseling from the Medical College of Virginia in Richmond, Virginia. Her financial background includes...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.