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Tax Strategy. Wealth Planning. One Integrated Approach.
Where Tax Expertise and Financial Planning Come Together.
At TierOne Capital, we help individuals, families, and business owners make smarter financial decisions through comprehensive tax planning, business advisory, and wealth management.
As a North Carolina Registered Investment Advisor, we look at your financial picture as a whole. Our planning considers not only your immediate financial objectives, but also the tax consequences that can affect your wealth today and in the future.
Why Tax Planning Matters
Taxation touches virtually every significant financial decision—from investments and retirement planning to business transactions, insurance, estate planning, and wealth transfers.
Our analysis considers federal and state income taxes, alternative minimum tax (AMT), gift and generation-skipping transfer (GST) taxes, and estate taxes.
By identifying potential tax consequences before decisions are made, we can help clients evaluate strategies designed to preserve more of their wealth and achieve their financial objectives.
Our Approach
A Different Perspective
With expertise as both a CPA and financial planner, Mr. Leaks understands that tax planning and financial planning are deeply interconnected.
That perspective allows TierOne Capital to evaluate strategies from both sides: How does this decision affect your financial goals, and what are the tax implications?
The result is a more coordinated approach to planning—one designed around your complete financial picture rather than individual pieces of it.
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Tax Planning — Identify opportunities and anticipate tax consequences before they become costly.
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Wealth Management — Align investments and wealth strategies with your broader financial objectives.
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Business Advisory — Evaluate business decisions through both financial and tax perspectives.
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Comprehensive Planning — Coordinate investment, retirement, insurance, estate, and tax planning into one integrated strategy.
Plan With the Whole Picture in Mind
Your financial decisions don't exist in isolation. Neither should your financial plan.
TierOne Capital brings tax expertise, financial planning, and strategic perspective together to help you make informed decisions and build, preserve, and transfer wealth with greater confidence.
Our Services
Three Pillars of Financial Excellence
Tax Planning and Preparation
Strategic tax minimization for individuals and businesses through proactive year-round planning, compliance, and multi-year projections. We model specific business and personal tax strategies to understand the short and long term benefits on your business and your personal wealth.
Business Advisory
Our Business Advisory services treat clean and strong accounting numbers as the ultimate foundation for your growth and peace of mind. We turn messy data into reliable insights that drive stronger earnings, eliminate operational waste, and build a highly valuable company that premium investors and future buyers will recognize as a secure investment.
Retirement Planning
TierOne Capital is dedicated to guiding business owners and families towards a secure and comfortable retirement. Through expert financial planning and tailored investment strategies, we empower you to achieve your retirement goals. Let us help you navigate the complexities of financial decision-making so you can enjoy peace of mind in your future. Together, we can build a solid foundation for your financial well-being.
TierOne Capital, LLC (“TierOne Capital”) is a registered investment advisor in the State of North Carolina. The Advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. TierOne Capital offers advisory services in the State of North Carolina and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. In no event shall TierOne Capital have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.