We specialize in working with families with portfolios in the $5M–$50M range, where strategic planning, tax efficiency, and cost management have an outsized impact. Traditional firms often rely on complex, high-cost strategies that offer questionable benefits. Our fixed-fee, planning-driven model takes a different approach: focusing on practical, high-impact financial strategies rather than unnecessary complication. We apply the right level of sophistication, using techniques like direct indexing and individual bond ladders only when we determine that they add clear value (based on portfolio size, risk profile, and tax considerations). Our financial planning and investment management approach is guided by three core principles: • Risk Management: grounded in a tailored financial plan • Tax Efficiency: ensuring strategies align with after-tax outcomes • Fee Minimization: keeping costs low to maximize long-term results Our goal is to provide a structured, transparent, and thoughtful approach - one that leads to a better long-term client experience through fair fees, strategic decision-making, and a focus on what truly matters.

Steven Abels is a financial advisor with The Financial Legacy Group in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Innovation Partners LLC and Fortune Financial Services, Inc., among other firms. Abels is also a licensed life insurance sales agent. The Financial Legacy Group provides investment advisory, financial planning, and consulting services to individuals, pooled investment vehicles, charitable organizations, and businesses. The firm manages discretionary wrap fee portfolios primarily using exchange-traded funds, mutual funds, individual stocks, and options, and offers specialist consulting on private placements, private equity, real estate entities, and business transactions.

William Culp III is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He has been with Tagstone Capital, Inc. since 2011, based in Charlotte, NC. Tagstone Capital serves entrepreneurs, high-net-worth individuals, families, and employee benefit plans, providing wealth management, portfolio management, and comprehensive planning services. The firm employs a systematic, long-term investment approach using structured asset-class mutual funds and ETFs, focusing on diversification, low fees, and tax efficiency.

Trigg Williamson is a financial advisor with Advisor.com, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Nuveen Securities, Nuveen Asset Management, Morgan Stanley, and Vanguard Marketing Corporation. Advisor.com provides investment management and financial consulting primarily to individual investors through a model-based, non-discretionary approach. The firm also operates a referral platform connecting clients with affiliated and unaffiliated advisers and offers services including financial planning and tax preparation through third-party providers.

Kyle Sikes is a financial advisor at WealthPoint Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at firms including Dempsey Lord Smith, LLC and Kalos Management. Outside of his advisory role, Sikes serves on the board of CaroMont Care Advocates, which advises on patient-centered healthcare services, and is a board member of the Next Generation Fund, a philanthropic giving circle. WealthPoint Financial, LLC provides discretionary investment management, financial planning, and consulting primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and tactical asset allocation strategies, managing portfolios on a discretionary basis with continuous monitoring and formal annual reviews.

Jacob Pivonka is a financial advisor at Axiom Private Wealth, LLC in Charlotte, NC. He holds a Series 65 designation and has one year of industry experience, with prior roles at McQueen Financial Advisors and Dusseldorf EG. Axiom Private Wealth serves individual and high-net-worth clients by providing discretionary and non-discretionary investment management along with comprehensive financial planning. The firm employs a long-term, fundamental analysis approach to asset allocation and offers personalized portfolio management tailored to clients’ goals and risk tolerance.

Olivia Green is a financial advisor at Davis Investment Partners, LLC with a Series 65 designation and three years of industry experience. She has worked at Davis Investment Partners since 2022 and previously held positions at GRAYCO, RKW Residential, and Kane Residential. Olivia attended North Carolina State University from 2013 to 2017. Davis Investment Partners serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management, financial planning, retirement account advice, and bond consulting. The firm combines fundamental and technical analysis with a primarily long-term investment orientation, emphasizing customized asset allocation and share-class selection to align with client objectives.

David Doerflinger is a financial advisor at Eastover Capital Management in Charlotte, NC, holding Series 63, 65, and 66 licenses with 26 years of industry experience. His prior work includes roles at Eastover Investment Advisors, National Advisors Trust Co, and Investment Professionals, Inc. Eastover Capital Management provides discretionary portfolio management and limited financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans and charitable organizations. The firm follows a conservative-growth investment approach that combines macro and sector analysis with fundamental research to select large-cap, volatility-resistant companies and fixed-income holdings.

Brian Headrick is a financial advisor with Legend Private Wealth, LLC, holding the CFP® designation and Series 63 and 66 licenses, with 29 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Legend Private Wealth is a state-registered investment adviser serving individuals, families, high-net-worth clients, trusts, and business clients, including employer-sponsored 401(k) plans. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, private equity administration, and digital asset advice, managing approximately $71 million for around 45 clients.

Yancey Mackey is a financial advisor at Eastover Capital Management in Charlotte, NC, holding Series 63, 65, and 66 licenses with 15 years of industry experience. He has been with Eastover Investment Advisors since 2011. Mackey serves as a director of the Perrin Place 1 Home Owner's Association board, a role he has held since 2013 without compensation. Eastover Capital Management serves individual and high-net-worth clients, retirement plans, charitable organizations, and select institutional clients. The firm employs a conservative-growth investment approach combining top-down market assessment with bottom-up fundamental analysis, focusing on large-cap stocks and fixed income for income and capital preservation.

Robert Boggs is a financial advisor at Catawba River Capital with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with R.P. Boggs & Co. since 2005. Catawba River Capital provides wealth management and investment consulting primarily to high-net-worth individuals, trusts, pension or profit-sharing plans, charitable organizations, and other legal entities. The firm employs a conservative, scenario-based investment approach with fundamental analysis and longer-term holding periods, offering discretionary and non-discretionary portfolio management as well as private investment consulting focused on direct private funds and private equity opportunities.

Sarah Charles is a financial advisor at Sanctuary Financial Planning, LLC in Charlotte, NC, holding a Series 65 designation with 18 years of industry experience. She previously worked at FORVIS Wealth Advisors LLC and DHG Wealth Advisors, contributing nearly 12 years combined at the latter. Sanctuary Financial Planning, LLC serves individuals, trusts, estates, and charitable organizations with comprehensive wealth management and integrated financial planning, emphasizing evidence-based, long-term investment strategies and educational speaking engagements. The firm uses a flat annual fee structure and focuses on planning-centered client relationships.

Victor Davis is a financial advisor at Davis Investment Partners, LLC in Charlotte, NC, holding a Series 66 designation with six years of industry experience. Prior to joining Davis Investment Partners in 2022, he worked at Raymond James & Associates from 2019 to 2022 and at Sonic Automotive from 2018 to 2019. He also has a background at Clemson University from 2014 to 2017. Davis Investment Partners serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management, financial planning, retirement account advice, and bond consulting. The firm employs a combination of fundamental and technical analysis with a long-term investment orientation, emphasizing customized asset allocation and share-class selection to meet client objectives.

Jonathan Shaw Jr. is a financial advisor at Catawba River Capital with two years of industry experience. He holds a Series 65 designation and previously worked at R.P. Boggs & Co. Wealth Management, Core Scientific, Flexential, and PricewaterhouseCoopers. Catawba River Capital provides wealth management and investment consulting primarily to high-net-worth individuals, trusts, pension or profit-sharing plans, and charitable organizations. The firm employs a conservative, scenario-based investment approach with a focus on fundamental analysis and longer-term holding periods, while offering a formal private investment consulting program that evaluates direct private funds and private equity opportunities.

Michael Fox is a financial advisor with Hayden Harper Wealth Advisory, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Hayden Harper since 2010 and is the majority owner of Hayden Harper Inc., which oversees multiple private investment offerings. Fox also serves as CFO of HH Kayne Anderson, a private company focused on purchasing oil and gas well assets in the Appalachian region. Hayden Harper Wealth Advisory serves individuals, pension plans, trusts, estates, charitable organizations, and families with family office needs. The firm offers discretionary portfolio management, financial planning, and comprehensive family office advisory services, employing internally developed asset-allocation models and a range of investment strategies including private placements and derivatives.

William Smith is a financial advisor with TRICAPITAL Wealth Management, Inc. in Charlotte, NC, holding Series 65 and Series 63 licenses and having two years of industry experience. He has worked at multiple firms including OSAIC, Triad Advisors, and Kestra Investment Services, LLC. Outside of his advisory role, he is involved with Willcar, LLC and Z.V Smith & Co., providing bookkeeping and tax preparation services. TRICAPITAL Wealth Management offers investment management and financial planning to individuals, businesses, retirement plans, and trusts. The firm uses a personalized wealth-management process with discretionary portfolio management, employing a variety of investment vehicles and several operational features such as a broker-dealer affiliation and margin use that differentiate its service model.

Over the last 20 years, I've learned how best to help business owner families better plan for their financial future. I understand the pain points they face and how it impacts their family. A business is typically the best investment a family will ever own, but it comes with risk, responsibilities, and stress. Some families become comfortable with that over the years while others don't. The ones who do typically keep the business. The ones who don't end up selling it, which is an experience they likely only go through once in their lives. These dynamics require different approaches as it relates to managing their family's wealth. That's where we can help. At Portus, we understand business owners prioritize the growth of their company, reinvest profits, and don't usually have wealth outside of their company. We engage with them on a retainer basis, help them reduce risk, build wealth outside of the business, and then manage those investment portfolios. Along the way, we dive deep into the family finances, get to know the ins and outs of the business, and create a plan for their personal finances to thrive in conjunction with the business.

Natalie Foy is a CFP® and CFA® with 18 years of industry experience, currently serving as an advisor at Greenway Wealth Advisors, LLC since 2020. Her prior experience includes roles at Citizens Capital Markets Inc., CiTIZENS BANK, N.A., and Merrill. She is also a partner in String Bean Holdings, LLC, a real estate holding company. Greenway Wealth Advisors is a small team managing approximately $184 million for individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm focuses on passive, asset-class oriented portfolios using low-cost index funds and ETFs, offering comprehensive financial planning and ERISA-level retirement plan consulting.

Christopher Zaccarelli is a CFA® charterholder with 21 years of industry experience. He is currently with Beacon Capital Advisory Group and previously worked at Independent Advisor Alliance, LPL Financial, LLC, and Cornerstone Financial Partners. Beacon Capital Advisory Group provides discretionary portfolio management, financial planning, retirement plan investment management, and subadvisory services. The firm serves individual and high-net-worth clients as well as retirement plans, using fundamental analysis and a combination of long- and short-term trading strategies tailored to client goals.

Philip Bailey is a CFP® with 40 years of experience in financial services. He is currently with Muirfield Wealth Advisors LLC, where he has worked since 2021. His prior experience includes roles at Raymond James Financial and Bailey Retirement Partners. He is also licensed as an insurance agent and sells life insurance, annuities, and long-term care products as a secondary business activity. Muirfield Wealth Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management and financial planning services. The firm uses a goal-driven, primarily long-term investment approach with customized portfolios and acts as a fiduciary for retirement accounts.