Armfield Wealth
Financial Advising
Why pick this one
Armfield Wealth serves Piedmont Triad families with 18+ years of advising experience and live, account-aggregated planning through eMoney.
Best for
- Families seeking integrated retirement, tax, investment, insurance, and estate planning
- Retirement planning using live account data and scenario analysis
- Roth conversion, RMD, Medicare surcharge, and tax-bracket decisions
- Families coordinating estate documents, account titling, and beneficiary designations
- Multi-generational wealth and legacy planning
- Households in High Point, Greensboro, or Winston-Salem
Look elsewhere if
- Clients seeking tax-return preparation, since the firm states that it does not prepare returns
- Clients needing the firm to draft estate documents directly, since drafting remains the attorney's work
- Clients seeking only a standalone investment product without broader planning
Specialties
- Live financial planning with account aggregation in eMoney
- Retirement income planning
- Roth conversion and tax-bracket planning
- Estate structure and beneficiary mapping in Wealth.com
- Core-and-satellite investment management
- Multi-generational planning
Certifications
- Registered investment advisor
What makes them different
- 18+ years advising families
- Live financial plans with aggregated accounts through eMoney
- Tax planning based on clients' filed 1040 returns analyzed in Holistiplan
- Estate structures, account titling, and beneficiary designations mapped in Wealth.com
- Multi-generational planning spanning grandparents, parents, and grandchildren
- Response time
- Replies to inquiries within one business day
- Serves
- High Point, Greensboro, Winston-Salem
Distilled from this business's own website.
Contact & Location
- Address
- 1501 N Main St Ste 101, High Point, NC 27262
- Phone
- +13368852930
- Website
- https://www.armfieldwealth.com/
- info@armfieldwealth.com
Services
- Financial planning
- Tax planning
- Estate planning
- Investment management
- Risk management
- Retirement income planning
- Budget and debt analysis
- Multi-generational planning