Josue Avila - Thrivent

FullCircle Private Wealth Management of Raymond James in Chapel Hill, NC offers a concierge financial planning experience for families and individuals, focusing on collaboration, respect, and common values. Their mission is to provide uncommon insight and objectivity, earning a place among clients' trusted advisors through authentic communication and long-term relationships. Specializing in serving business owners, corporate executives, families, retirees, and family offices, FullCircle Private Wealth offers tailored investment strategies, asset management, risk management, and sustainable investing options. With a commitment to helping clients achieve their financial goals, they provide sophisticated strategies designed to meet individual needs and objectives.Generated from the website

Onset Capital Partners LLC is a Chapel Hill, North Carolina-based asset management firm founded in 2010 by Wendell McCain, who previously co-founded Parish Capital Advisors LLP. The firm focuses on developing innovative investment strategies across multiple asset classes, targeting emerging and niche sectors within wealth management and institutional investment services. As a minority-owned business, Onset Capital Partners aims to partner with global high-net-worth individuals and institutions, offering core wealth preservation while providing access to superior opportunities in private alternatives. The firm is dedicated to building a multifamily office for clients seeking a multidisciplinary platform to enhance their success in their core business disciplines. Generated from the website