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Wealth Advisory and Financial Planning

At Fortune 360 Group, we work with a wide array of clients, from executives and business owners building their careers and business, to individuals and families preparing for or living in retirement. Wherever they are in life, many are hard-working, affluent individuals who face a number of financial decisions on a regular basis. From preserving their wealth to mitigating taxes, they want to ensure they make the most of their assets and can leave a lasting legacy.

With a team of experienced professionals, we seek to serve as your financial concierge, offering a higher level of responsive service designed to simplify the execution of your financial responsibilities and connect your business planning with your personal wealth management.

Learn about our financial planning and wealth advisory services offered in North Carolina here.

Investment Management

Develop a unique investment plan
Long term focus on total return
Risk management and proactive monitoring
Matching of long term needs to investment plan
Diversification of portfolios
Focus on low cost investment strategies


Financial Planning

Creation and maintenance of unique plan
Detailed & specific long term planning
Matching of plan with investment strategy


Retirement Planning

Long term and short term cash flow planning
Evaluation of retirement plans
Social security maximization strategies
Evaluation of NUA stock


Estate Planning

Family / business transition planning
Estate tax reduction strategies
Probate avoidance concepts

Tax Planning

Tax minimization strategies
Coordination with CPA throughout year

Individual Insurance

Life insurance
Disability insurance
Long Term Care Insurance
Coordination with property & casualty insurers


Business Transition Planning

Quarterback the sale of a business
Structuring & design of transition
Coordination with business brokers

Investment Management Strategies

Our investment discipline focuses on long-term objectives and non-discretionary active portfolio management, rather than short-lived investment fads. To help clients pursue their goals, we focus on three components of investing - deliberate asset allocation*, risk efficiency, and proactive monitoring. The first step is to help clients properly allocate their assets based on their risk tolerance, time horizon, income needs, and other considerations. Addressing risk is a key component of our investment process. Rather than trying to beat the markets, our focus is on helping clients make progress toward their personal objectives. Forgoing model portfolios, we help clients build customized portfolios that complement your other financial strategies. Emphasizing appropriate diversification**, we develop a portfolio, with your authorization,that may consist of bonds, Exchange Traded Funds (ETFs), mutual funds, stocks, alternative investments, or other investment vehicles. We offer several options for investment services, from low-cost asset based platforms through Investacorp Advsiory Services to highly managed services, depending on your needs.

* ** Asset allocation and/or diversification does not ensure a profit or guarantee against a loss.

Financial Planning

Financial planning is the process of identifying your financial goals and creating a roadmap for how to address them. The primary objective is to determine how to manage assets and how to plan for the future. To create a financial plan, we seek to help you establish your short and long-term goals, determine your assets and liabilities, and evaluate your current financial position. From there, we can work together to develop and implement your financial roadmap. Within your financial plan, we coordinate all of your other strategies, from retirement and estate planning to insurance and investment management.

Retirement Planning

Retirement has vastly changed over the years, particularly since the most recent recession. Your grandparents and parents likely relied on pensions, private savings, and Social Security to build a stable income for retirement. Today, there is an increasing burden on individuals and families to ensure their assets last through their retirement. We work closely with you to create a personalized retirement strategy that incorporates your benefits package, takes advantage of tax-deferred and tax-free retirement accounts, and addresses any questions you may have regarding healthcare, insurance, and Social Security.

Estate Planning

After you have successfully built your wealth throughout your career, you may want to ensure you can leave a meaningful legacy to your heirs. An efficient estate plan not only incorporates tax reduction strategies, but also involves crafting a plan to ensure that your assets transfer to your desired beneficiaries on your terms. We work with you to create a detailed inventory of your assets as well as who will receive what and when. We also work with your attorneys and CPAs to help coordinate all of your estate planning needs.

Tax Planning

Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. While decisions are rarely made solely on a tax impact, it’s important to have a working knowledge of the income or estate tax issues and costs involved. A major goal of tax planning is minimizing federal income tax liability. This can be achieved by reducing taxable income, deduction planning, investment tax planning, and year-end planning strategies. With a CPA on our team, and partnerships with accounting firms, we can help clients determine appropriate ways to minimize taxes.