Charleston, WV
Proudly Serving West Virginia
Charleston, WV
101 Washington Street East
Suite 120
Charleston, WV 25301


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Your Charleston, WV Team
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Cindy McGhee
CPA, PFS
Wealth Advisor
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Nicholas Oxley
AIF
Wealth Advisor
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Christopher Erlewine
CFP®, CRPC®
Wealth Advisor
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Jerry Slone
Portfolio Trading Strategist
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Greg Smith
Associate Wealth Advisor
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Evan Shamblin
CPA
Client Relationship Specialist
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Dianna Lusk
Support Specialist
Enjoy some of our latest resources
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January 17, 2023
2022’s Investment Lessons
While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event.
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January 17, 2023
Economic Views: Inflation May Have Peaked as New Year Begins
As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.
Read the article -
January 17, 2023
2023 Planning Considerations and Strategies for Individual Taxpayers
Explore our list of key planning strategies and deadlines to make the most out of your 2023 tax season.
Read the article