Our Partners

Generally speaking, any investing decision can have tax implications. Our president has spent years preparing taxes for individuals and businesses in his role as a CPA, and has seen that even a single tax mistake can wipe out years of investing returns. 

Through our partnership with Terry Deever CPA we strive to provide our clients with the tax resources to make informed decisions about their investments, as well as access to advanced tax planning services. 

For many clients your business is your most important asset, and employees are your businesses' most important asset. While our advisors can help you setup retirement plans and key man insurance we recognize that many business owners could benefit from additional help supporting and retaining their best employees.

Accentrix Solutions partners closely with business clients, providing professional advisory services in the areas of Payroll, HR, Workplace Safety & Health, Employee Benefits, and Business Accounting solutions.

Broker-dealers fulfill several important functions in the financial industry. These include facilitating trading activities, publishing investment research, and regulatory compliance oversight for their registered representatives.

Our advisors have partnered with TCFG, a FINRA member broker-dealer and SEC Registered investment Advisor, to offer securities and investment advice to our clients and provide our firm with back-office support processing client transactions, recording and collecting fees and commissions and supervising our communications and advisory activities to ensure strict compliance with the rules, regulations and professional standards.

A financial custodian is a company that has physical possession of your financial assets. In addition to holding onto your money and investments and sending you an account statement, the custodian also serves as a broker when you want to buy or sell investments. In an electronic market-based system, the buyer and seller never meet. Therefore, the custodian has the important job of making sure your money goes to the right person, and vice versa.

Our firm has chosen Pershing, LLC, a subsidiary of BNY Mellon, to be the custodian for our client's accounts. Pershing has been a leading global provider of financial business solutions for more than 80 years and serves many of the world's most respected financial organizations. Pershing is a member of SIPC.