Personalized, Patient, Flexible, Client-focused

At TEAM Investments we provide personalized, flexible, solution-based investment management and financial planning to our clients. We believe in creating a portfolio of assets tailored to fit our client’s financial needs, risk tolerance and values. The goal of our client-focused approach is to develop long-term relationships and foster trust with clients as we help them achieve their financial goals and advise them through life’s financial decisions.
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Office locations

TEAM Wealth Chapel Hill
Larry McManus, CFP®
1525 East Franklin Street
Chapel Hill, NC 27514
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p. 919.942.8145
f. 866.617.1732 (secure line)

TEAM Wealth Amherst
Amy Carlson
417 West Street Suite 101
Amherst, MA 01002
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p. 413.256.TEAM (8326)
f. 866.617.1732 (secure line)


Larry McManus, CFP®, CRPC®, MFLC®
President and Co-founder
Larry is President and Co-founder of TEAM Wealth Investments. He earned a BS in Financial Management with a minor in Real Estate from Clemson University and an MBA from the University of South Carolina and the Copenhagen School of Business and Economics. Larry is a Certified Financial Planner and holds a Chartered Retirement Planning Counselor designation. Larry’s work experience includes a wealth of international management experience including Merger and Acquisitions, Acquisition Integrations, Business Development and Sales at Cisco Systems, Ericsson, BET, Ltd. and ISS, Inc.
Amy Carlson
Amy is Vice-president and Chief Administrative and Compliance Officer at TEAM Wealth Investments. She also handles all customer service requests and leads back office operations out of the Amherst office. Amy holds a BA in Mathematics from Colby College and an MBA from the University of North Carolina’s Kenan-Flagler Business School. Prior to working at TEAM, Amy was a manager in the telecommunications industry for over 15 years where she specialized in strategic planning, marketing and contract negotiations.
Rachel Barker
Manager and heads up Client Communications
Rachel is a Manager and heads up Client Communications at TEAM Wealth Investments. She joined TEAM in early 2014. Rachel holds a BS in Environmental Geology from Northeastern University. She is Series 65 licensed. Prior to joining TEAM, Rachel’s experience included project management in the environmental consulting field and development work for a local non-profit organization.
Sarah Sanford
Portfolio Manager
Sarah is a Portfolio Manager at TEAM Wealth Investments. Sarah earned a BA with honors from Amherst College and an MPA from the LBJ School of Public Affairs, University of Texas-Austin. She is Series 65 licensed. Sarah has experience in non-profit management, policy analysis, and public finance.

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