Your goals. Our comprehensive plan.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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  • JohnKilian

    John Kilian

    Senior Wealth Strategy Associate

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    • GA
    • KS
    • KY
    • NC
    • SC
    • VA

    John's greatest strength is his ability to identify opportunity, provide
    insight and deliver the intellectual capital of the world's largest wealth
    management firm. His 15 years of industry experience, is essential in
    helping clients with their financial goals.

    John is focused on portfolio construction & analysis, advisory solutions,
    cash management and alternative strategies with a goal of developing
    wealth management strategies that align with clients financial goals.

    Additionally, John assists with the financial planning and business
    development aspects for our team and clients. John's extensive
    financial market experience is a large part of the value that he brings
    to all of his client relationships.

          1985 Eastwood Road
          Landfall Park North, Suite 110
          Wilmington, NC 28403

        Defining your priorities. Pursuing what matters.

        Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

        Our Philosophy

        Our Philosophy

        Our Process

        Our Process

        A team approach

        A team approach

        A way forward

        Understanding your life, your wealth and what you want to accomplish.

        We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

        Let's talk about how we can help you plan for the life you want

        Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

        Backed by the strength of UBS

        A global leader in wealth management

        $5+ trillion

        In invested assets globally 
        As of 11/07/2023

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

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