We hope that what you’ve seen and read on this site has been helpful and informative.  We also hope it’s made you want to learn more about us.  It’s really quite simple to do so.

If you have general questions or comments about our services, please feel free to:

            Call us:   (919) 403-6633  OR

            Contact Us


If you’d like to schedule a time to meet to discuss your situation in detail and explore how we might assist you, we have a simple three-step process:

First we schedule a 5-10 minute phone call.  We’ll cover the basics of your situation to make sure we’re the right people for you to be consulting.  If so, then…

We’ll schedule an Introductory Consultation meeting.  It lasts an hour or so.  There’s no charge.  We’ll do it in person if you’re local, by phone if you aren’t.  We’ll discuss your situation in detail and determine how TWS can best serve you.  We ask, if applicable, that both spouses/partners attend.  We want to hear everyone’s views.

Between the phone call and the Introductory meeting, we’ll send you our Introductory Kit.  It contains information about us, some regulatory paperwork you’re required to receive, and a short questionnaire (really short- 11 questions) to complete for the meeting.  That’s it. 

You bring the ideas, we’ll bring the solutions.