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®
President
1525 East Franklin Street
Chapel Hill, NC 27514
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p. 919.942.8145
f. 866.617.1732 (secure line)
e. larry@teamwealthinvestments.com

TEAM Wealth Amherst
Amy Carlson
Vice-president
President
417 West Street Suite 101
Amherst, MA 01002
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p. 413.256.TEAM (8326)
f. 866.617.1732 (secure line)
e. amy@teamwealthinvestments.com

OUR TEAM

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
Vice-president
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 serves as Client Relations Manager at TEAM Wealth Investments. She oversees client communications and manages our Client Financial Platform. 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 includes over 10 years in project management in the environmental consulting field, and development and database management in the non-profit sector.
Sarah Sanford
Portfolio Manager
Sarah serves as Portfolio Manager and Analyst at TEAM Wealth Investments. She joined TEAM in 2014. 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. Prior to working at TEAM, Sarah’s experience includes policy analysis and development in the non-profit sector, and investment banking in the municipal financial sector. Sarah has experience in non-profit management, policy analysis, and public finance.

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