Kohlhepp Investment Advisors LTD, 1701 Curtis Rd, Chapel Hill, NC 27514, US

Team Wealth Investments is a Chapel Hill-based financial planning and investment management firm that offers personalized and comprehensive services to clients. They take the time to understand their clients' goals and objectives, tailoring specific strategies to accomplish them, and provide a holistic investment approach by reviewing clients' overall assets. With a focus on asset allocation and continuous investment management, they also offer model portfolios for clients new to investing or with limited funds. Team Wealth Investments also integrates financial planning services into their clients' portfolio management, guiding them through setting and achieving financial goals in various life stages. They work with clients, tax professionals, and estate attorneys to develop effective financial strategies for investments. Additionally, they specialize in Sustainable, Responsible, and Impact (SRI) investing, using Environmental, Social, and Governance (ESG) criteria to identify companies best positioned to create long-term value and align clients' money with their values.Generated from the website