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Securely Send Us a File
Use our convenient SecureSend page to securely deliver a file directly to a member of our firm. The selected firm member will be notified once your file upload is complete.
Alternatively, you may also login to our Secure Client Portal to send us a file. If you do not currently have a Portal Account, you may register for one here.
2115 Rexford Road, Suite 220, Charlotte, NC 28211
Call Us: (704) 362-1923 • Fax: (704) 364-1423
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As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.