Your needs and your life don’t fit into neat little boxes, so your estate planning solutions shouldn’t be limited to a one-size-fits-all estate plan. We take a comprehensive approach, diving deep into your specific wishes, fears, and planning nuances to create a narrowly tailored plan that meets your specific planning needs, and keep in touch to make sure your plan actually works.
Whether you find us online, meet us at an event, or were given our information by a trusted advisor or client of ours, the initial contact with our firm will be either the first phone call to our office or the submission of a contact form on our website. We’re not allowed to call or email you unless you ask us to – so don’t be afraid to reach out, and don’t be offended if we aren’t able to reach out to you. You’ll speak with one of our friendly and caring team members who will help you with:
We want to make your experience visiting our office locations a pleasant one and understand accessibility may be top of mind. We have included information for you on this page about accessing our office locations and please feel free to contact us at 919-659-8433 for further details and assistance.
Our Headquarters/Cary office is at 1255 Crescent Green Drive, Suite 200, Cary, NC 27518, located on Crescent Green Drive halfway between Kildaire Farm Road and Tryon Road, with Lucky 32 on the Tryon side and Riccobene Dentistry and Harris Teeter on the Kildaire Farm side. As you’re entering the parking lot from Crescent Green, the 1255 building is a four-story L-shaped building on the left side (there is a three-story 1225 building on the right side). Our office is on the 2nd floor, suite 200. Stair and elevator access are just inside the building.
Whether you live in Cary, Apex, Holly Springs, Morrisville, Prestonwood, or Fuquay-Varina, the Cary office is a short drive and near many restaurants and amenities.
