Why Lang Capital?

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Would you like to
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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 Who We Are
Lang Capital's mission is to serve as a trusted financial advisor and a fiduciary to our clients. Our primary goal is to ensure that our clients benefit from their lifetime of earnings and that those assets are safeguarded, sheltered from taxation and distributed over our clients' lifetime.

Pete A. Lang

As president of Lang Capital, Pete serves as our client’s “Investment CFO,” helping to integrate and advise on financial planning, investments, insurance, tax sheltering and estate planning needs. Each month, he meets with the investment committee at CMC to discuss changing economic and market conditions along with the fundamentals of current and potential holdings. With their guidance, Pete is able to make informed decisions to adapt or revise allocations as needed to dynamically work towards our clients’ investment goals.

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Amy Peirsol

Director of Operations

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.

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Tracey Lang
Director of Marketing

Tracey Lang is Lang Capital’s Director of Marketing and has been with the company for 15 years. Tracey manages all aspects of Lang Capital’s marketing efforts including Website design, client communications, community outreach, coordination of local and national speaking engagements, and finally the coordination of educational workshops and client appreciation events. She also acts as a liaison between Lang Capital and various third party marketing vendors. Tracey is a graduate of the University of South Carolina with a BS in Accounting and also has ten years of experience at a “Big Eight” accounting firm.  Tracey and her husband, Pete, have three children and reside in Hilton Head and Fort Mill.
Vonda Flanagan

Asset Management Specialist

Vonda Flanagan is Lang Capital’s Asset Management Specialist and has been with the company for 12 years.  She works directly with clients in the initial stages, including account setup and transfer; as well as on an ongoing basis, including account management, service requests and reviews.  Vonda is a graduate of the University of West Alabama, where she earned her BS in Accounting. Vonda, her husband and two sons reside in Oriental, North Carolina.

Shari Stiles

New Business Specialist

Shari Stiles is Lang Capital’s New Business Specialist and has been with the company for 3 years. Shari works very closely with Pete in the initial stages of new account set up, including applications and transfers and assists Pete in case design. Shari attended Brewton Parker College in Vidalia, Georgia.  Shari has ten years of experience working with high net worth and ultrahigh net worth clients with two top international financial organizations including Goldman Sachs. She is insurance licensed and is currently pursuing her Series 65. Shari and her husband reside in Guyton, Georgia. 




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

 



Securities Disclosure: Investment advisory services are offered through Calibre Investment Management, LLC a registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Securities are placed with independent third party custodians including Fidelity Investments, TD Ameritrade and Jefferson National. Insurance services are delivered by Lang Capital, LLC.

Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any US Federal Tax advice contained in this communication, including any attachments, is not intended or written to be used, and cannot be used, for the purpose of: (i) avoiding penalties under the internal revenue code; or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.