The Corpening Group - Alex Brown-Raymond James
Why pick this one
The Corpening Group provides fee-for-service investment consulting and concentrated-equity strategies for executives, fiduciaries, business owners, and families.
Best for
- Corporate executives managing restricted stock or concentrated company equity
- Retirement-plan committees seeking fee-for-service investment consulting
- Business owners planning valuation, succession, tax efficiency, or an eventual sale
- Retirees needing withdrawal, Social Security, healthcare, and longevity planning
- Families seeking retirement, education, estate, and wealth-transfer planning
- Foundations, endowments, and nonprofits needing fiduciary and investment guidance
- Family offices requiring investment due diligence, reporting, and risk assessment
Look elsewhere if
- Clients seeking legal or tax advice directly from the advisor
- Clients seeking emergency financial services or immediate response times
- Clients seeking a business whose primary service is standalone tax preparation or legal representation
Specialties
- Retirement plan investment consulting
- Business valuation planning
- Concentrated equity strategies
- Deferred compensation planning
- Restricted stock planning
- Retirement income planning
- Social Security planning
- Legacy and wealth transfer planning
- Education planning
- Fiduciary process guidance for foundations, endowments, and nonprofits
What makes them different
- Fee-for-service investment consultants serving corporate executives and named or functional retirement-plan fiduciaries
- Provides strategies for hedging, monetizing, and diversifying concentrated company stock positions
- Works with business owners across startup, growth, mature, and exit stages
- Offers family-office services including investment due diligence, risk assessment, oversight, and reporting
- Serves foundations, endowments, and nonprofits with fiduciary-process and investment-strategy guidance
- Serves
- Winston-Salem
Distilled from this business's own website.
Contact & Location
- Address
- 100 N Main St Ste 2400, Winston-Salem, NC 27101
- Phone
- 3367246921
- Website
- https://www.alexbrown.com/corpeninggroup
Services
- Financial planning
- Wealth management
- Investment management
- Retirement planning
- Risk management
- Estate and legacy planning
- Tax-efficient planning
- Banking and lending solutions
- Healthcare and long-term care planning
- Business succession planning