Hatteras Investment Partners

TRG Capital Management is a financial firm based in Raleigh, NC, offering personalized investment strategies to help clients achieve their financial goals. With a focus on sustainable long-term income and wealth accumulation, TRG provides tailored solutions through their Dynamic Personal Payout and Dynamic Wealth Accumulation Accounts. Utilizing a combination of active and passive approaches, TRG's investment philosophy aims to provide investors with reliable cash flow, capital appreciation, and risk management. Clients benefit from a customized portfolio of individual stocks, fixed income, ETFs, and other securities, all designed to align with their unique objectives and preferences.Generated from the website

Lewis Financial Management LLC, based in Raleigh, NC, has been dedicated to providing comprehensive financial planning services for nearly 40 years. Unlike typical money managers, they emphasize total financial advice, tailoring solutions to fit each client's unique financial situation and goals. Led by certified financial planner Doug Lewis and his wife Linda, the firm focuses on continuous, customized support in areas including investment management, tax planning, retirement, cash flow, and estate planning. Their commitment to client care is reflected in their monthly reporting system, ensuring clients receive regular updates and ongoing advice throughout their financial journey. Generated from the website

Carolina Benefits & Planning, Inc. is located in Garner, NC, specializing in a range of insurance solutions including group benefits and individual insurance. The company offers comprehensive resources aimed at supporting both employers and employees, ensuring compliance with ACA regulations and optimizing employee benefits. With a dedicated team, Carolina Benefits & Planning, Inc. provides guidance on renewal processes, pre-tax savings options, and prescription benefits, making them a valuable partner in navigating the complexities of employee coverage. Their commitment to client services is evident through the diverse tools and resources available for enhancing employee engagement and satisfaction. Generated from the website