B. Brenner Wood
Financial Advisor / Managing Partner
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 Schaff, CFP®, MBA
Financial Advisor / Operations Director
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...
Karen Shea
Operations Manager
Thomas Fox
Consultant- Investment Strategy Research
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...
Client Centered
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.