Drew Getman - RBC Wealth Management Financial Advisor
Why pick this one
Drew Getman provides comprehensive wealth management solutions and has been in the financial services industry since 1999.
Best for
- affluent individuals and families seeking wealth management
- small business owners requiring retirement plan reviews
Look elsewhere if
- budget-sensitive clients needing basic financial advice
- those looking for services outside of wealth management and financial planning
Specialties
- estate planning
- legacy & wealth transfer
- retirement income planning
- business succession
- 401(k) plan reviews for employers
Certifications
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant (ChFC®)
What makes them different
- goals-based investment management approach
- custom asset allocation strategies
- fee-based advisory platform
- focus on accumulation, preservation and transfer of wealth
- collaborative financial planning
- Years in business
- since 1999
Distilled from this business's own website.
Contact & Location
- Address
- 3800 Glenwood Ave, Suite 400, Raleigh, NC 27612
- Phone
- 9195716244
- Website
- https://us.rbcwealthmanagement.com/drew.getman/...
- drew.getman@rbc.com
Services
- wealth management
- investment advisory
- financial planning
- insurance planning