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Client Profiles

Our Clients


Retirees or Near Retirees Chapel Hill, NC Southern Investment Management Collective

Retirees or Near Retirees

Your final working years and first few years of retirement are critical to your long-run financial wellbeing. Perfect time to get a trusted second opinion.  We only get one shot at retirement – might as well do it right.


Busy Executives Chapel Hill, NC Southern Investment Management Collective

Busy Executives

Your finances are getting more complicated along with more complex financial goals just at the moment your career really takes off.

You want to be sure your estate plan and tax planning are running as smoothly as possible, but your kid has a soccer game/recital/graduation/swim meet. Perfect time to sub-contract out some of the admin in your life to people you can trust.


Life Changers Chapel Hill, NC Southern Investment Management Collective

Life Changers

Sometimes life throws us a curve-ball (and sometimes we throw life the curveball). Either way, we end up in unfamiliar waters. Inheritance, Divorce, Career Change are all big events that may necessitate getting one’s financial house in order sooner than expected.