
Jonathan E. Brackis, CFP®
We are a team of twelve highly experienced investing and wealth planning professionals who help a select group of families and individuals manage every aspect of their financial lives. Additionally, we are honored to announce that our team has been recognized by Forbes as a 2025 Best-In-State Wealth Management Teams for North Carolina, a testament to our dedication and standard.
Delivering personalized advice based on a foundation of integrity, experience, and intellectual capital, we help each of our clients create, implement, and maintain highly customized planning and investment strategies to help preserve their assets, support their lifestyles, and leave enduring legacies.
Combining 200 years of collective private wealth experience with the deep resources and capabilities of our firm, we can help you and your family pursue your unique goals. Whether establishing a wealth transfer plan, transitioning your business, or creating a family legacy, we offer the resources and guidance needed to make and implement informed decisions, delivered with engagement and care.
We look forward to learning more about you and your family and discussing the resources we can leverage on your behalf. To begin that conversation, please contact us.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities, and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust, and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risks, opportunities, and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market adjustments. We analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Morgan Stanley Smith Barney LLC ("Morgan Stanley"), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.