Personal Finances Management

Team Wealth Investments is a Chapel Hill-based financial planning and investment management firm that offers personalized and comprehensive services to clients. They take the time to understand their clients' goals and objectives, tailoring specific strategies to accomplish them, and provide a holistic investment approach by reviewing clients' overall assets. With a focus on asset allocation and continuous investment management, they also offer model portfolios for clients new to investing or with limited funds. Team Wealth Investments also integrates financial planning services into their clients' portfolio management, guiding them through setting and achieving financial goals in various life stages. They work with clients, tax professionals, and estate attorneys to develop effective financial strategies for investments. Additionally, they specialize in Sustainable, Responsible, and Impact (SRI) investing, using Environmental, Social, and Governance (ESG) criteria to identify companies best positioned to create long-term value and align clients' money with their values.Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy