Dare Capital Management, Llc
Investment Management Company
Why pick this one
Dare Capital Management provides fee-only fiduciary investment management and planning through a CFP® professional on North Carolina’s Outer Banks since 2001.
Best for
- Individuals and families seeking ongoing investment management
- Businesses, trusts and estates needing investment planning
- Clients seeking coordinated tax, retirement and estate planning
- Clients preferring fee-only fiduciary advice
- Clients seeking investment record-keeping and proxy voting
Specialties
- ongoing investment management
- tax planning
- retirement planning
- estate planning
- investment record-keeping and proxy voting
Certifications
- Certified Financial Planner™ designation
- NASAA Series 65 investment advisor license
- North Carolina real estate broker's license
What makes them different
- Fee-only fiduciary investment advisory firm
- Owned and operated by Will Woodard, CFP®
- Serving clients since 2001
- Works with individuals, families, businesses, trusts and estates
- Partners with CPAs, attorneys and other financial experts
- Years in business
- 25
Distilled from this business's own website.
Contact & Location
- Address
- 2405 S Croatan Hwy Ste C, Nags Head, NC 27959-9015
- Phone
- 12524800156
- Website
- https://www.darecapital.com
Services
- fiduciary investment advisory
- financial planning
- portfolio management
- tax planning
- retirement planning
- estate planning
- budgeting and cash management
- risk management