We're here for you Helping you pursue your life's goals

Richard N. Rand III

Senior Vice President - Wealth Management
Wealth Advisor
Chartered Retirement Plans Specialist (CRPS®)
Retirement Plan Consultant

phone

919-918-2334



phone

855-411-8677







address

317 W. Barbee Chapel Road
Chapel Hill, NC 27517



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.

As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.



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