If you are a SRHS employee or retiree and are not sure of what the best option is for your money now in the current financial climate, I can help. Since opening Wealth CAPS, I have been working each day to help conservative investors find the best place for their money and plan for retirement….
We are an independent financial service firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Financial planning, investment advice and insurance provided through Business-owner Strategies Group, LLC a North Carolina Registered Investment Adviser and Licensed Insurance Agency d/b/a BSG Advisers. Wealth CAPS does not provide legal or tax services.