311 Park Place Boulevard
(Registered Investment Advisor)
Flaharty Asset Management provides services that address a variety of complex investment needs that often arise when you accumulate significant wealth. These principles provide the guide for our advice.
Integrity – We are held to a fiduciary standard of care which allows us to closely align ourselves to the needs and objectives of our clients.
Expertise – No matter how complex your individual needs, we have in-house specialists delivering personalized advice to help pursue your financial goals. (CFA®, CFP®, CRPC®, MBA).
Process – Custom Family Index offering unconstrained, institutional asset management approach for our clients. We manage assets to meet the long term needs of your family, not Wall Street.
"In matters of style, swim with the current; in matters of principle stand like a rock."- Thomas Jefferson -