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Zenith Retirement is a trusted financial planning and wealth management firm serving Chapel Hill, NC and surrounding communities. Specializing in comprehensive financial advising and investment services, the firm delivers personalized solutions tailored to each client's unique financial goals and circumstances. With expertise in portfolio management, retirement strategies, and tax planning, Zenith Retirement offers a full spectrum of wealth enhancement services. The firm excels in serving high net worth and ultra-high net worth clients, providing sophisticated strategies for estate planning, charitable giving, and legacy planning.

Stearns Financial Group is a registered investment advisor based in Chapel Hill, NC, offering a range of financial services to clients. With a team of experienced professionals, they provide values-based investing strategies tailored to the unique needs of multigenerational families, business owners, women in motion, wealth builders, and pre-retirees and retirees. Committed to delivering personalized solutions, Stearns Financial Group helps clients navigate the complexities of the economy and markets through their insights and planning resources. Their services include financial planning, investment management, and guidance on topics such as risk tolerance, raising money-smart kids, caring for aging parents, and building a legacy.Generated from the website

Delegate Advisors is an award-winning, independent wealth advisory firm located in Chapel Hill, NC. They specialize in managing wealth, creating effective plans for the future, and ensuring that decisions related to clients' wealth are in their best interest. With a focus on wealth management, estate philanthropy, private investments, risk management, and more, Delegate Advisors meets clients at the intersection of life and wealth. Their experienced team streamlines financial lives and investments to help individuals achieve their long-term financial objectives.Generated from the website