Bonnie Oquinn

Advanced Planning and Business Solutions Specialist @Level Four Group

Experienced Wealth Advisor focused on Relationship Management in a fiduciary capacity for both personal and business client needs. Utilizing the strength of both a local NC team combined with national resources and subject matter experts, we provide a coordinated approach providing access to what is important to our clients. Financial planning; investment and asset management; tax saving strategies; business growth, succession, and exit planning; company retirement and key person programs, risk management and insurance; and estate legacy and charitable planning.Entrepreneurs who want to leverage the value of their most valuable asset - their business - turn to our national Level Four Business Solutions team. When it is time to think about succession or an exit strategy - whether this is through sale to a strategic buyer, addition of PE or VC funding, transfer to the next generation, or an ESOP or management buyout - we are with you every step of the way. Let us help you prepare for what comes next.