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REDUCE
taxes and market volatility, and
MAXIMIZE
retirement income?

Join Us:
August 29 & September 12
5:00 PM
Truffles Cafe
91 Towne Dr, Bluffton
SC 29910

If you are interested in attending please call the office at (843) 757-9400 and speak to Ashley in order to reserve a seat.

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 Amy Peirsol

Amy Peirsol is Lang Capital’s Director of Operations and has recently joined the Lang Capital Team.  She brings with her more than 25 years of experience as a fiduciary and wealth management specialist. Amy’s responsibilities at Lang Capital include day-to-day oversight of our offices, as well as, the Lang Capital Team.  Amy ensures outstanding service to our clients. Her main focuses are the maintenance and implementation of regulatory compliance, and standard operating policies and procedures for the firm.

Amy is a retired tax attorney, having served as a solo law practitioner, in-house counsel for a major engineering and construction firm, charitable tax manager of a prominent national bank and private wealth and fiduciary advisor for large wealth management teams. She earned her B.A. in English (1981), JD (1984) and LL.M. in Taxation (2005) from the University of Alabama. She presently holds her Certified Wealth Strategist designation and her Series 65 license.

In her most recent position, as the Private Wealth Advisor for a Private Bank Wealth team in the South Carolina’s Low Country, she provided an array of comprehensive fiduciary services to personal, charitable and institutional clientele.  Amy is experienced in the areas of wealth, estate, tax and retirement planning, trust administration, and estate settlement.  She is excited to now combine her professional education and experience to focus on private wealth management.  At Lang Capital, Amy will focus on retirement planning, tax strategies and customized solutions.

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To schedule a time to discuss your financial future, contact us at info@langcapital.net or call us at (803) 547-7853 (Charlotte) or (843) 757-9400 (Hilton Head) today!

 



Investment advisory services are offered through Precision Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.

Neither the Company nor its agents or representatives will or may give specific federal or state tax, legal or accounting advice. While we discuss “planning” in these areas, individuals are expressly and specifically directed to seek and rely only upon the advice of legal counsel or a certified public account in regard to the tax or legal aspects of any transactions or matters. To ensure compliance with requirements imposed by the IRS, we inform you that any advice given is not intended to be used, and shall not be used, for the purposes of avoiding penalties under the applicable revenue codes or for the purpose of marketing or recommending to another person and/or entity any transaction or matter contained herein.