APG Investments Inc

BDI Partners is an investment firm based in Raleigh, NC, that collaborates with growth-oriented leaders in companies providing services, products, and technologies that support the Built Environment. With a specialized focus on lower middle-market firms, they aim to create a positive impact on employees, customers, and communities through strategic partnerships. Leveraging over 65 years of combined industry experience, the dedicated team at BDI Partners enhances the value of their partner businesses across various sectors, including professional services, engineering, and construction. Their commitment to building strong, culture-focused organizations aligns with their mission to foster growth and innovation in the Built Environment. Generated from the website

Clarity Wealth Management, located in Raleigh, NC, is a comprehensive financial advisory firm led by David Booker, a Certified Private Wealth Advisor, Certified Financial Planner, and Chartered Retirement Planning Counselor. With a focus on fee-based investment planning, the team at Clarity Wealth Management is dedicated to helping clients achieve their financial goals through personalized strategies tailored to their individual needs. Whether clients are preparing for retirement, starting a business, or navigating life-changing events, Clarity Wealth Management offers expertise in wealth management, wealth transfer, retirement planning, investment guidance, estate planning, and more. With a team of experienced professionals who have successfully turned their own assets into success stories, Clarity Wealth Management is committed to helping clients build and protect their wealth for the long term.Generated from the website

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations