Nathan Grooms
Financial Advising
Why pick this one
Nathan Grooms founded Capital Wealth Associates in 2023 to provide personalized financial planning and has 24 years of experience.
Best for
- families needing multigenerational planning
- small business owners seeking comprehensive financial strategies
- retirees planning for estate management
Look elsewhere if
- clients seeking purely transactional services
- individuals focused on low-cost, no-frills financial advice
Specialties
- wealth management
- retirement planning
- estate planning
- financial planning
- risk management
Certifications
- Certified Plan Fiduciary Advisor
- Chartered Retirement Planning Counselor
- Certified in Long-Term Care
What makes them different
- Founded by Nathan Grooms after 24 years with Ameriprise
- Commitment to integrity and personalized service
- Focus on developing long-term relationships
- Experience in educating clients about personal finance
- Years in business
- 24
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 8319 Six Forks Rd, Raleigh, NC 27615-2106
- Phone
- +19196763428
- Website
- https://www.capwealthassociates.com/
- nathan.grooms@lpl.com
Services
- financial advising