A Team You Can Trust…

August 11, 2010  |   Featured,Services

 

Tony is well known and respected throughout upstate South Carolina and western North Carolina.

For more than nine years, he was a meteorologist on WSPA TV-7 (CBS) in the Spartanburg/Greenville market. In 2000, Tony retired from decades in the media to pursue a career as a financial investment advisor. After learning to forecast weather using sophisticated historical modeling, Tony discovered analogous patterns in financial markets. Using his scientific background, he successfully applied similar techniques to investment plans and the results have been impressive. Tony has helped his clients achieve above average returns while protecting their assets from losses, and his comprehensive approach is leading his clients to reach their financial goals with confidence in the safety of their assets.

Tony is an independent Registered Representative with Capital Investment Group, which is the largest independent broker dealer in the Carolinas. By remaining an independent representative, Tony has the freedom to involve specialists in estate planning, tax efficiency, business and succession planning, in order to provide a comprehensive team approach to the science of wealth management.

Tony is also well known in the faith community with his music ministry. He has been in more than 60 regional churches with his original contemporary Christian music.

Tony’s primary financial objectives for his clients are preservation of capital, competitive returns, proper structure of succession planning, avoiding probate, and tax efficiency. He quotes, “Wealth creation and asset protection provide the offense and defense of sound financial planning. How much you get to keep and then pass on to your heirs depends on a proactive strategy that considers both edges of the sword.”

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