Sapere Wealth Management

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.

Bourne Partners is a strategic advisory firm based in Charlotte, NC, specializing in providing guidance and support to companies in the healthcare and life sciences industries. With a focus on mergers and acquisitions, capital raising, and strategic partnerships, Bourne Partners assists clients in navigating complex business challenges and achieving their growth objectives. Generated from their business information

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