Raleigh Wealth Management
Raleigh, North Carolina
4509 Creedmoor Road
Raleigh, NC 27612
Phone: 984.366.9724
Fax: 984.272.4958
Our Raleigh wealth management team partners with individuals and families across North Carolina to develop personalized plans for their unique situation. Our approach empowers clients to align their time and resources with what matters most to them – their values, passions, and purpose.
As a fiduciary, our team puts your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today. Our holistic approach includes in-house wealth management expertise, such as investment management, tax planning, estate planning, philanthropy, private investment advisory, equity compensation guidance, real estate advisory, business succession, and other specialized financial services.
Meet your Raleigh wealth management team
I develop meaningful relationships with our trusted partners to identify opportunities to ...
View ProfileDustin Courts
I love helping our clients through all phases of their financial journey so they can focus...
View ProfileMichael Curtis, CFP®
I help connect prospective clients to our team of trusted advisors. I love building relati...
View ProfileMichael Harper
Advising around investments, company benefits, taxes, etc. are all a part of being a good ...
View ProfileSteven Hanks, CFP®
Talk to a Raleigh financial advisor
Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.