The R.B. Mitchell Team

SL Wealth Advisors in High Point, NC, is your trusted partner for comprehensive financial services and investment solutions. Our expert team specializes in retirement planning, investment management, estate planning, and tax strategies tailored to your unique needs. We offer a wide range of services, including distribution planning, IRA contributions and rollovers, income projection analysis, and risk budgeting. Our investment professionals excel in asset allocation, portfolio design, and diversification strategies, ensuring your financial goals are met with precision. We also provide expert guidance on alternative investments and fixed-income strategies.

Capital Choice of the Carolinas is a financial planning firm that specializes in helping people achieve their financial goals. We offer a wide range of services, including financial planning, income protection, debt elimination, retirement planning, estate planning, and identity protection. We have a proven track record of success, and we are committed to providing our clients with the highest level of service. We understand that financial planning can be a complex and daunting task, but we are here to help make it easier. We will take the time to listen to your needs and concerns and will work with you to create a personalized financial plan that meets your specific goals.

As a Wealth Advisor, Jim brings nearly 30 years of business and entrepreneur experience to King Capital Management. His experience with the Global 1000 provides him with a unique perspective of the interworking of Blue-Chip companies. Jim focuses on retirement strategies for high net-worth individuals and designing corporate retirement plans. Jim methodically coordinates and manages all aspects of his clients’ wealth, retirement, and financial security, working closely with his team to offer straightforward solutions. His goal is to build lifetime relationships with his clients by helping to simplify, organize, and instill confidence in their often-complex financial lives.