Cas Investments LLC

NorthSide Group (NSG), LLC, was formed in 2008 by the merger of two local financial firms owned and operated by Carmen and Stan Smith. NSG was created to address and provide quality solutions to the financial challenges that face the citizens of Northwest North Carolina and Southern Virginia. Carmen and Stan have over twenty-five years of combined experience in the area of Mortgage, Wealth Management, Investment, and Real Estate Services. Adopting a CLIENT FIRST attitude, Carmen, Stan, and their staff will provide individuals, families and businesses genuine advice and trustworthy services to achieve their goals. Carmen and Stan maintain key and active roles in their local community from positions on the local PTO board to coaching various sports teams throughout the year. NSG is very active in the sponsorship role for the local school system and various sports programs in the area. The Smiths reside in Mount Airy with their three children: Jackson, Macy, and Reece. NorthSide Group, LLC, is located at 401 South Main Street, Suite 200, in the heart of the historic district in beautiful downtown Mount Airy, North Carolina. We are here to serve you...for every stage of your life.

Almega Wealth Management, located in Mount Airy, NC, is a boutique fee-only fiduciary firm dedicated to providing comprehensive wealth management and professional tax services. Their approach emphasizes a personalized formula and process designed to align with clients' financial goals while adhering to real fiduciary practices. The firm offers a range of services, including private wealth management, investment consulting, and cash management, with a focus on passive and custom core portfolios. Almega Wealth Management prides itself on its commitment to professional conduct and guidance for advisors, ensuring clients receive tailored financial strategies. Generated from the website

Turret Investment Management is a full-service investment services firm founded in 2016 by financial advisor W. Skyler Harrison, offering tailored investment portfolios and a focus on putting clients' interests first. With years of experience in the investment management business, Turret Investment Management specializes in retirement planning, wealth transfer, income generation, and investing life insurance proceeds to ensure a lasting legacy for future generations.Generated from the website