"You are our first priority."
The Pendergraft Group is a private, independent firm providing prudent, time-tested planning and asset management to individuals and small to mid-sized corporations, with a dedicated focus on qualified retirement plans and individual income planning. Starting with our core belief in relational advice, steadfast integrity, personal accountability and service, our team provides unbiased advice acquired over a quarter century of experience and training without the inherent conflict of corporate interests. At The Pendergraft Group, you are our first priority.
"We know our clients, not just their accounts."
generational clients. Our strategic plans are tailored to our client’s specific goals and objectives, as well as their individual personalities and their unique needs. At The Pendergraft Group, we know our clients, not just their accounts.
"Doing the right thing for our clients
always trumps profits in the long term."
The personal goals of our clients are just as important to us as the assets they have spent years accumulating. Our clients entrust us to assist them in being good stewards of their finances - from insurance planning and emergency savings to the importance of wills, trusts and powers of attorney; from college planning and second homes, to retirement income and multi-generational succession. By being relational in our approach to planning, we know our clients, and as a result, we develop lifelong relationships and multi-generational
Proper planning can only be achieved once our client’s current financial situation and personal goals are fully understood, and that requires trust. Our process begins as a friendly conversation and builds as that trust is earned. We move forward at a pace directed by our client’s comfort level, and we ensure that mutual understanding takes precedence to speed of implementation. Most importantly, by being a completely independent firm, we can operate on one simple
simple principal: Put our client’s interest above all else. At The Pendergraft Group, doing the right thing for our clients always trumps profits in the long term.
Copyright © 2015 The Pendergraft Group. All rights reserved.
7300 Carmel Executive Park Drive - Suite 215 - Charlotte, North Carolina 28226
Affiliated with Capital Investment Advisory Services, LLC
Securities Offered through Capital Investment Group, Inc. 200 E. Six Forks Road, Suite 200, Raleigh, NC 27609 (919) 831-2370
Member FINRA and SIPC
The Pendergraft Group
Planning and Asset Management, LLC
Telephone: (704) 496-9522
Think. Plan. Review.