As you may have heard, we have gone RIA! We are now officially registered under Charles Schwab. While many of things will stay the same, many things will be changing- FOR THE BETTER! Please join us in our Cary office so we can assist you with the paperwork associated with our move.  We have assigned several drop-in times throughout June and July, however, if these do not work for you, give us a call at (919) 379-9000 and we can figure something out!