What We Do
Success By Design
We're a family wealth advisory firm based in the Raleigh-Durham-Chapel Hill area, built on deep relationships with the families we serve. When you call, we answer. When you need us, we're available. We solve the real problems successful families face when building and transferring wealth across multiple generations. That requires redefining what wealth means and helping you manage it in ways that enhance its use, enjoyment, and impact.
Most wealth transfers don't fail because of poor returns. They fail because of unclear goals, family misalignment, and complexity that never gets addressed. After decades working alongside families and individuals who've done this well, we've identified nine traits they consistently share. That pattern informs how we work with every client.
Sophisticated investors deserve a process that's equally sophisticated. Ours combines advanced investment strategy, disciplined risk management, and precise wealth planning to address problems other advisors miss or avoid. We identify the real issue, build the right plan, set clear deliverables, and execute with full follow-through.
About Us
A Team That
Understands You
We believe life goals and wealth goals deserve equal attention. Each family is unique, and common solutions don't work when the stakes are this high. We're guided by clarity, authenticity, and gratitude. We're client-centered. We build and steward trust. We achieve results and hold ourselves accountable.
Harold Cooley
Managing Principal, Owner
My grandparents built significant wealth that vanished within a generation. Watching that unfold changed the trajectory of my career.I've spent more than four decades learning how to prevent that outcome for other families. The...
Kim Cooley
Compliance and Operations Associate