AMPHORA WEALTH MANAGEMENT

Our mission is to provide our clients with education, advice, and analysis that empower them to make more informed investment decisions, to accomplish their financial objectives and achieve all of their goals and dreams... We provide our services to individuals, families, businesses, trusts, partnerships, not-for-profit organizations and retirement plans who wish to pursue long-term goals based on our strategic approach to managing wealth... Each component is addressed when - and if - it plays an integral role in your life. We help you balance and identify changing needs within your career and creative aspirations, charitable goals, family sharing time, and social and leisure activities. When changes are warranted, we help ensure smooth transitions: for you, or for multiple generations and branches within your family.

Also known as: Amphora Wealth Management, LLC

Primary location: Chapel Hill United States