Brian and Cole Fleming
Evolve to financial excellence with us. We specialize in market condition-based investing, proactive tax strategies, and opportunity-based estate planning — all designed to maximize your wealth. We focus on key performance indicators to ensure your financial growth remains on track, every step of the way.
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We serve a distinct group of individuals
Our clients typically include small business owners (SBOs), current high-income earners (Highly Compensated Employees or HCEs), and retired HCEs/SBOs who remain active and engaged. They are goal-oriented, focused on key activities, and open to advice and action. Saving is a direct reflection of our clients' hard work and commitment to their financial priorities.
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Client Focus
Current High Income Earners | Retirees | Small Business Owners
Areas of Expertise
Market Condition-Based Investing | Tax-Intelligent Investing | Key Performance Indicators | Building Family Enterprises
Locations served
Based in North Carolina | Nationwide
Maximizing wealth and utility of money
Market Condition-Based Investing
A market condition-based discipline helps seize opportunities and mitigate risk as probability for success changes.
Comprehensive Tax Analysis
Our proactive tax planning uses detailed analysis to find and apply key minimization strategies.
Key Performance Indicators
We monitor your financial health with key metrics — returns, savings, debt, and net worth — so you can see your progress clearly.
Building Family Enterprises
We prioritize building a lasting family enterprise to grow wealth for future generations, instead of solely focusing on lump-sum inheritances.
Five essential investment principles
Avoid catastrophic losses
The good things help you less than the bad things hurt you.
Adaptability: Know when to play offense and defense
Investing isn’t a sport where everyone is playing the same game by the same rules with the same time frames
The cost of the herd mentality
History doesn’t repeat itself, but man always does — the mistakes of the herd are typically in the same direction
Big things come from small beginnings
Time makes little things grow big, so never interrupt compounding interest unnecessarily
Volatility is an unavoidable part of building wealth
To achieve long-term wealth, you must accept the trade-off of short-term market volatility. The potential for gains outweighs the discomfort of price swings
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform brings your financial world into a trusted, single-view, with technology natively built to avoid the limitations of legacy wealth management institutions. Your information and accounts are protected with the highest levels of data security and compliance.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Your full wealth picture, in one place
Effortless control+−
Gain a comprehensive view of your financial landscape — banking, investments, lending, insurance, and more — all organized on one platform.
Streamlined collaboration+−
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Centralized document hub+−
Store every financial document in one organized, secure, and easily accessible location.
Cash management+−
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle+−
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
A sophisticated wealth platform that makes your life simpler
Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t
See your wealth in action
Get a holistic view of your finances, all in one place.
Effortless control
A simple dashboard allows you to make changes to your portfolio directly.
Save time and hassle
Get the answers you’re looking for at the click of a button.
Ready to Talk
Simply fill out this commitment-free form to begin. We look forward to getting to know you.