Fidelity Private Advisors

Ladd Robbins, PA, is a full-service CPA firm serving clients in the health care industry throughout the Carolinas, Ohio and the Washington DC area, dedicated to providing our clients with the highest quality, proactive service on a timely basis. We provide our clients with consulting and resources to assist in the tax process and financial decision-making. If you are a physician or operate a health care practice in the Southeast, Ladd Robbins, PA, has years of valuable experience related specifically to assisting professionals in your field with their accounting needs.

In business for more than 25 years, Capital Concepts Financial Group offers various financial solutions to individuals and businesses. Its offers various plans and programs, including life and disability insurance, retirement planning, investments, estate and financial planning, asset management, and corporate executive and employee benefits programs. The firm s services include initial consultations, documents reviews, needs analysis, recommendations implementations monitoring and organizational evaluations. It offers customized estate planning strategies and consultations, including estate tax analysis, wealth transfer techniques, trusts, charitable gifting programs, estate freezing techniques, and consultations on avoiding pension tax disasters. It additionally offers the wealth evaluator wealth management solution that allows clients to track accounts online. Capital Concepts Financial Group is located in Hickory, N.C.

Vision Capital is a registered investment advisory firm based in Davidson, NC, serving a diverse group of families, institutions, and financial advisors. With over 23 years of experience, they offer comprehensive wealth management services, aiming for excellent performance and high fiduciary standards, while also assisting clients in achieving their philanthropic goals. Their team of portfolio managers, including Eric Vogen and Manny Weiss, are dedicated to providing personalized investment strategies that prioritize optimal returns and risk management. Vision Capital's culture is rooted in a passion for growth with purpose, seeking to overcome obstacles and create value for their clients through impact investing and strategic charitable giving.Generated from the website