Recent Relocation

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157 people move to the Charlotte area every single day, and for good reason. They are drawn by a strong job market, a low relative cost of living, a mild climate, and an exciting and evolving city culture. Whether you relocated for a new opportunity, a fresh start, or simply a better quality of life, you've made a great choice. But moving to a new city brings a unique set of financial decisions — and getting them right from the start can make all the difference. 

Relocating isn't just a change of address. It's a complete financial reset. The concerns we see most often in our relocating clients are:

•  Navigating a Complex Relocation-Year Tax Situation
•  Rolling Over and Restructuring Retirement Accounts
•  Evaluating and Optimizing a New Employee Benefits Package
•  Building an Estate Plan That Reflects Their New Life 

These are the moments when having the right financial partner matters most — someone who, understands the financial landscape here, and can help you build a plan that's grounded in where you are today and where you want to go. 

We work with families and individuals who are new to the Charlotte area and want to establish a strong financial foundation from the start. Our process begins with a thorough understanding of your personal and financial circumstances and builds from there into a comprehensive, integrated plan. Because we have an in-house CPA, we can address your tax situation right alongside your investment and planning strategy, which is especially valuable in a relocation year when your taxes can be more complicated than usual. From evaluating your new benefits package to optimizing your portfolio for your new tax situation, we handle it all under one roof.