Proudly Headquartered in North Carolina and Serving the Country
The Preferred Client Group, LLC is a fee-based Fiduciary providing comprehensive financial planning and investment management services for individuals and families alike. We’ll help you make well-informed decisions on all financial matters, whether you’re making a career change or preparing for retirement. We strive to be there for every important financial decision you make.
As advocates of actively managing your finances, we rank risk management high on our list of priorities. Working together, we'll address your interests, as well as the concerns that keep you up at night.
What’s Your Risk Tolerance?
Creating a balance between your risk and your financial goals can help you develop the confidence you need to live the life you desire.
Develop a Deeper Understanding