Cassia Capital Partners

Freedom Works Private Advisory Group, a division of Alex Brown in Winston Salem, NC, empowers clients and their families to live with greater purpose, intention, and vision. Through their intentional and engaging process, they address critical elements of financial wealth, intergenerational success, and relationship-specific priorities, offering unique solutions for business owners, families, individuals, corporate executives, endowments, and foundations. With a select number of committed clients, Freedom Works Private Advisory Group provides thoughtful advice crafted just for each individual, ensuring that important financial affairs are managed by experts who prioritize clients' goals and objectives. Their team of experienced professionals offers sophisticated expertise in wealth management, investment strategies, estate planning, risk management, and more, guiding clients towards their bigger future with a pragmatic approach tailored to their unique circumstances and opportunities.Generated from the website

Verger Capital Management LLC is a financial management firm based in Winston Salem, NC, specializing in serving non-profit organizations as an Outsourced Chief Investment Officer (OCIO). With a deep understanding of the unique needs and goals of non-profits, Verger offers tailored investment portfolios designed to protect and grow assets, provide liquidity when needed, and consistently maintain purchasing power across market cycles. Driven by a passion for serving non-profit endowments and foundations, Verger's team of seasoned professionals communicates closely with clients, integrating seamlessly with their organizations to educate and support their investment strategies. With a commitment to uncovering exceptional investment opportunities, Verger aims to help non-profits reach their investment goals and make a meaningful difference in the world.Generated from the website