Empowering Business Owners
With Knowledge and Vision
If Dr. Sonja Ogletree Satani, a veteran of the United States Air Force, could give one piece of advice to the companies she works with, it would come in just three simple words: Don’t give up.
“So often, entrepreneurs stop moving forward when failure strikes,” says Dr. Ogletree Satani, founder and CEO of Corporate Cycle Consulting, LLC. “There are lessons learned that come with the business process. It’s my job to help business owners focus in on what they do well and to not turn back when things get tough.” …Read More
New Breed of Investment Advisors are Building New Traditions
A chance meeting at an investment conference brought two unlikely partners together to form a unique investment firm. Dan Webster, from Rochester, N.Y. near the border with Canada, and Jason M. Mengel, CFP®, who grew up in the Deep South in Atlanta Ga., had each relocated to South Carolina’s coastal area to enjoy life on the water – Webster to Pawley’s Island and Mengel to Isle of Palms. They owned separate practices in Charleston, Aiken and Myrtle Beach. After meeting, they realized they shared a vision that set them apart from the mainstream financial service industry, and they developed an idea to collaborate and “fuse” their advisor firms. They put a partnership into motion, named it Fusion Capital, and have not looked back since. …Read More
Advisory Firm’s Service Model Stands in Sharp Contrast
Linden Thomas and Company is on a roll. Over the past 12 months, the Charlotte-based investment advisory firm has added over $100 million in assets under management—a significant jump from its previous total of $800 million. As more and more discerning clients flock to the firm, its national rankings continue to accrue. For the past five years, Barron’s has ranked the firm among America’s Top 1,000 Financial Advisors; last year, Linden Thomas and Company was named a NABCAP Premier Advisor by the Charlotte Business Journal.
These developments suggest Linden Thomas and Company—a team of 18 industry veterans pooling over 200 years of investment and financial planning experience—might be onto something unique. “Without a doubt,” says Managing Principal Stephen Thomas. “The firm’s departure from the traditional retail broker model is a key driver of its success.” …Read More
A ‘Concierge’ Approach to Wealth Management
Charles F. Parks, president and CEO of C.F. Parks & Company, of Salisbury, N.C., compares the demands of running a successful wealth management firm with being a concierge at a five-star resort.
“Our business model appeals to people who are very successful, extremely busy and want their financial life coordinated,” Parks says. “They want confidence in their financial future. Our specialties are designing plans that reflect client success and to make life easy by doing the implementation legwork.”
The firm is staffed with professionals who have expertise in financial planning, investment management, taxes, accounting and business management. …Read More
Many Wealthy Families Need Specialized Advisors to Help Manage Risk, Protect Heirs
Historic stock market volatility, combined with the double threat of “creditors and predators,” places a target on the backs of high-net-worth families.
“Unlike those still building assets, the affluent are rightly concerned about safeguarding their retirement and legacy plans. These families face extreme exposure to risks from large judgments, government regulation and taxation,” explains Andy Culpepper, CPWA, co-founder and Managing Director-Investments at Culpepper-Jones Investment Group of Wells Fargo Advisors in Greenville, North Carolina. …Read More
Strategies for a Confident Retirement
Richardson, Carrington, Weaver & Associates A Financial Advisory Practice of Ameriprise Financial Services, Inc.
When an airline pilot was getting ready to retire, he turned to North Carolina-based Richardson, Carrington, Weaver & Associates at Ameriprise Financial for guidance. Private Wealth Advisor James M. Richardson, CFP®, ChFC®, APMASM understood a successful retirement would involve more than just money.
“Most of my clients have been busy their entire lives, and they cannot suddenly just stop working,” Richardson says. “I help them find reasons to stay motivated. You cannot just change your assets; you have to change your mindset.” …Read More
A Vision of Caring
If Tammy Lewis could go back in time and advise her younger self, she knows exactly what she would say: “Take risks, step out on faith and believe you are who God has called you to be.”
Lewis, an RN, is CEO of Ideal Healthcare Services, a home care agency that provides personal care and companion services to elderly and disabled adults in 11 North Carolina counties. But her younger self was not nearly as confident as the woman she is today. “I had the vision of creating this company back in 1994, but fear held me back for over 10 years,” she says.
Fortunately, Lewis’ desire to help seniors ultimately proved stronger than her fears, and she launched Ideal Healthcare in 2005. …Read More
Amazing Adventures, Everywhere
A young couple dreams of traveling the world. They turn to North Carolina-based Travel Experts, Inc., because an experienced travel expert ensures that they miss the rainy season, have all the best tour guides and enjoy restful, relaxing accommodations at every destination.
A photographer wants to shoot pictures of polar bears. The pros at Travel Experts arrange travel, accommodations and experienced guides to ensure both safety and the photograph of a lifetime. …Read More
‘Integrity. Integrity. Integrity.’
Helen Lyles Geer is one of the lucky ones.
The president of William Means Real Estate is one of the fortunate few who truly love what they do, even after four decades in the same business. Her enthusiasm is contagious as she talks about some of the incredible luxury properties she has helped clients buy and sell over the years, her beloved Charleston and, most of all, the many fabulous people she has worked with and friends she has made over the course of her career.
It’s no wonder Geer is one of the most successful real estate agents in Charleston. Her boutique firm, the exclusive affiliate of Christie’s International Real Estate, has represented and continues to represent some of the most exclusive properties in the area’s most desirable locations throughout the Lowcountry. …Read More