Button & Button Wealth Management Llc
Financial Service
Why pick this one
Button & Button Wealth Management provides investment advisory and business retirement services with a $10,000 minimum and published fees declining to 0.5%.
Best for
- individuals seeking retirement planning
- small-business owners evaluating SEP, SIMPLE, or 401(k) plans
- clients wanting CPA-informed investment and tax perspectives
- investors seeking risk-based portfolio design
- clients with at least $10,000 for an investment plan
Specialties
- retirement planning
- business retirement plans including SEP, SIMPLE, and 401(k) plans
- investment portfolio design
- risk tolerance and investment requirement analysis
- financial planning for education, mortgage, emergency, vacation, and health savings goals
Certifications
- North Carolina state-registered investment advisor
- Series 65 Uniform Investment Adviser Law Exam
- Certified Public Accountant designation held by Nick Button
What makes them different
- Nick Button combines registered investment advisor and certified public accountant experience
- Business retirement planning includes SEP, SIMPLE, and 401(k) plans
- Published asset-based fees range from 1.75% to 0.50%
- Published total plan minimum is $10,000 and may be waived at the advisor's discretion
- No hourly fees, product commissions, or hidden fees
- Serves
- Greensboro, Winston-Salem, Summerfield
Distilled from this business's own website.
Contact & Location
- Address
- 2012 New Garden Rd Ste C, Greensboro, NC 27410-2530
- Phone
- 13368004711
- Website
- https://www.buttonwealth.com
- info@buttonwealth.com
Services
- investment advisory services
- financial planning
- business retirement services
- portfolio management
- retirement planning
- investment strategy sessions