All individuals, not just the super-wealthy, need well-coordinated financial services — from investment guidance and retirement planning (and distribution) to tax and estate planning strategies. As financial advisors, we offer the services needed to effectively manage your wealth and financial well-being. With our professional experience, integrity and personalized service, we are dedicated to a single goal: to be your most trusted advisor.
Headquartered in Charlotte, North Carolina, our team provides investment and wealth management services to clients across the United States. TCA also provides sales supervision to three satellite offices for independent advisors.
In order to maintain our high level of service, we focus our efforts on our core competencies: Families, Women, Business Owners and Wealth Management. By serving a limited, select clientele, we are able to closely monitor our clients’ finances and craft solutions for their unique situations.
To be our clients' one trusted advisor
To provide disciplined financial solutions with transparency and accountability, helping our clients achieve their goals through clarity and simplicity.
- Respect the dignity of every individual
- Honor Truth
- Value our tradition to serve
- Champion a long term perspective
- Encourage faithful stewardship