bradshaw rogers financial partners

At Bradshaw Rogers Financial Partners, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Throughout Salisbury and across the Piedmont-Triad and Southwest NC, our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Bradshaw Rogers Financial Partners and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.

Court Lending, LLC

A legal funding company for people in car accidents waiting on their settlements!

Coastwise Capital Group, LLC

Coastwise is a boutique investment advisory firm dedicated to creating customized financial solutions for its clients while providing world-class service. Starting with a financial plan, the Financial Advisors at Coastwise create, monitor, and manage portfolios for our clients to achieve their near and long-term goals, wants, and needs. At Coastwise, we help people define their important life money goals, create a plan for them, then assist in executing this plan. We take a holistic approach to our clients' financial lives. Our goal is to allow them to sleep well at night knowing that their short and long-term wants and needs are being cared for. Here’s WHAT MAKES US DIFFERENT: - We have been awarded the 5 Star Wealth Manager Award for 13 years, less than 2% of eligible advisors having achieved this. - We are fiduciaries which means we must put our clients' interests first. - The Financial Advisors at Coastwise are highly educated (Harvard, Wharton, Berkeley) and have decades of experience investing and helping others make smart financial decisions. - We are not distracted by other areas of business-like real estate or insurance. - We create customized portfolios and investment solutions for our clients, including using options where appropriate to generate income and hedge portfolios. - We are experts at using public market options for hedging, income generation, and other purposes. - We have deep experience in assessing and advising on private market RSUs, ISOs and other forms of compensation prior to, during, and post liquidity events. - We have written several books on investing and given dozens of presentations to groups around the country. Coastwise has been named La Jolla’s Best Financial Advisor in the La Jolla Light’s “Best of La Jolla” poll, and "Best Financial Advisor" in the La Jolla Village News’ “Readers’ Choice Awards”. For more information on our award-winning services, call us today at (858) 454-6670, email us at info@coastwisegroup.com.

Stirlingshire

Stirlingshire's mission is to structurally change the Full-Service Broker-Dealer model to be Better for Clients, Better for Advisors.

Fundviews Capital LLC

Fundviews Capital works with asset managers and business operators with in-depth knowledge and expertise in specific asset classes and want to take their business to the next level. Fundviews provides institutional fund structuring and back-office solutions for our partners, allowing them to focus on doing what they do best; asset management. This cohesive relationship creates the perfect environment to scale business to a whole new level.