A boutique asset manager, initially established as family office and guided by a disciplined, value orientation.

We work to improve the health and quality of life of residents in Forsyth County and around the state. Kate Bitting Reynolds established the Kate B. Reynolds Charitable Trust in 1947 to improve the quality of life and health of residents throughout North Carolina. During her lifetime, she worked to ensure everyone—regardless of race, gender, or income—had access to health care, quality education, and economic opportunity. Few women of her day were as outspoken about the issues facing residents with low incomes. Today, the issues Mrs. Reynolds cared about remain urgent and interconnected. We are excited to announce our our new strategy to support outcomes over specific issues. We are committed to supporting promising and proven programs that can be scaled up, and to promoting equity—to ensure success for people too often left behind.

The goal of each member of our team here at Allen Wealth Management is to pursue the long-term objectives that best serve the interests of you and your family. We do so with a very personal, hands-on approach, devoting the time necessary to understanding your needs, goals and attitudes toward investing before developing your personalized financial plan. Whether you’re near or in retirement, or working in your own business or practice, we know the financial concerns you face and, most important, can offer the strategies and solutions that can only come from foresight and experience. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC Allen Wealth Management, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Allen Wealth Management, LLC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

We understand financial planning and investment strategies can be complicated and demand a certain level of trust – that’s why we’re here. Our clients appreciate the professionalism, in-depth knowledge, experience, and integrity that our team offers. Wealth Management Group, Inc. (WMG) is an independently owned financial services firm specializing in investment management and financial planning. For over 30 years, WMG has provided clients with unbiased advice to help both individuals and small businesses build their financial futures.

River Rock is a vertically integrated real estate development and management company specializing in residential single and multi-family communities. We have completed over $5B in value-add real estate investments throughout the Southeast, Midwest and Mid-Atlantic regions in partnership with our investors. Given a combined experience of 125+ years in development and construction, our team has created over 20 “Build to Rent” neighborhoods and added much needed affordable housing to the U.S. housing stock. Our mission is to exceed client, resident and investor expectations in everything we do. We believe – across all of our brands – that investing in our people is what creates the best results. Our vision is to be recognized as the leading developer of residential real estate in the U.S, where we are building communities with a vision for tomorrow.

As an independent fiduciary advisory firm, we are focused on transparency and putting your best interests first while providing you with in-depth and comprehensive financial planning guidance. Advisory services are offered through Horizon Financial Services, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through New Horizon Financial Services, Inc., an affiliated company. Horizon Financial Services, LLC and New Horizon Financial Services, Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency. **Please note, due to federal regulations, we are not allowed to display comments as they are considered to be published testimonials of our firm, which are strictly prohibited by the SEC.** Clicking the Like button or Sharing this post does not constitute a testimonial or endorsement of Horizon Financial Services, LLC or any Investment Advisor Representative as this is the only mechanism available to circulate our Facebook page. “Like” is not meant in the traditional sense.

Comprehensive Wealth Management

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Carson Wealth Management Group was founded on traditional values; professional knowledge, integrity, personalized service and teamwork. Our goal is to help our clients attain True Wealth - all that money can't buy and death can't take away. We understand you have unique goals and objectives and we’re passionate about helping you discover and achieve your desired outcomes. Barron's Magazine has consistently named Carson Wealth Management Group one of the top independent firms in the nation. When you meet our team, you'll understand why. Securities offered through Cetera Advisor Networks LLC, (www.finra.org and www.sipc.org). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.

Chief Compliance Officer at Thayer Financial, driving the firm's commitment to regulatory compliance and ethical conduct. Responsible for developing and implementing a comprehensive compliance program designed to mitigate risk and protect the firm's reputation. Passionate about fostering a culture of compliance and working collaboratively with business leaders to achieve strategic objectives while adhering to all applicable regulations.