OUR WEALTH MANAGEMENT SERVICES

What inspires you, drives us.

Wealth Management

For those who choose to integrate our Financial Planning and Investment Management services, we provide a complete Wealth Management solution. We have discovered that the most powerful results are obtained when there is a full understanding of a client’s overall goals, challenges, fears and financial objectives relating to wealth.

That in-depth understanding of a family’s situation allows us to design a customized planning and investment strategy that drives achievable and meaningful results throughout a lifetime and beyond.

Your Personal Goals & Objectives Are Our Top Priority

We believe it is important to understand your priorities and dreams so we can create the most ideal financial blueprint moving forward. We are a true fiduciary, meaning that we are bound to always place your interests before our own.

Where Are You Today?

It’s difficult to plan for the future if you don’t know where you are today. This means organizing your financial matters, prioritizing your needs and defining your true risk tolerance.

Where Do You Want to Go?

This involves defining your vision of the future. It is important to know what you are wishing to accomplish as well as what you might regret in life if you never tried.

How Do You Get There?

It’s important to analyze different scenarios for reasonableness. Together, we will help you develop the “most likely scenario” but will also address alternative future paths. These are important to consider since life sometimes takes unpredictable turns and it’s important to “stress test” various assumptions.

How Do You Stay On Track?

We meet regularly with our clients to review and discuss priorities, goals, planning opportunities and investments.

Your Life Vision

As your trusted confidante, we will listen, help you identify solutions and coordinate with your tax and legal counsel to help ensure that all your decisions enhance your life vision.

FINANCIAL GOAL SETTING
CASH FLOW PLANNING
INVESTMENT MANAGEMENT
RISK MANAGEMENT
TAX PLANNING
ESTATE PLANNING

Contact Us

Reach out to discuss your wealth management needs and goals.

LET'S CONNECT

Chapel Hill Office

1414 Raleigh Road,
Suite 110
Chapel Hill, NC 27517
(919) 636-3634

Greensboro Office

324 W. Wendover Avenue,
Suite 204
Greensboro, NC 27408
(336) 230-1811

Contact Information

stearnsfinancial@stearnsfinancial.com
toll free: (800) 881-7374

Legal & Privacy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org