Wealth & Financial Advocates
Why pick this one
Wealth & Financial Advocates provides concentrated-equity planning for corporate executives and practice-focused wealth management for healthcare professionals in Pinehurst.
Best for
- Business owners planning valuations, succession, tax-aware investing, employee retirement benefits, or a business sale
- Corporate executives managing restricted stock, deferred compensation, concentrated company equity, or retirement transitions
- Healthcare professionals addressing education debt, malpractice risks, practice expenses, insurance, and retirement planning
- Families planning retirement, college funding, estate transfers, charitable giving, or legacy strategies
- Retirees developing withdrawal strategies, Social Security plans, and retirement healthcare planning
Look elsewhere if
- Customers seeking direct tax or legal services rather than financial planning coordinated with tax and legal professionals
- Customers seeking emergency financial services or a stated rapid-response service
Specialties
- Personalized financial planning
- Retirement income planning
- Business valuations
- Concentrated equity planning
- Deferred compensation planning
- Estate and legacy planning
- Healthcare professional financial planning
- Education planning
What makes them different
- Provides separate planning approaches for business owners, corporate executives, families and individuals, healthcare professionals, retirees, and women investors
- Offers business-owner guidance spanning startups, growth, mature businesses, and exit planning
- Addresses corporate executives' deferred compensation, restricted stock, concentrated equity, and tax diversification
- Provides healthcare professional planning covering education debt, malpractice risks, practice expenses, insurance, and accelerated retirement planning
- Operates from 293 Olmsted Blvd Ste 11B-4 in Pinehurst and uses Raymond James banking, lending, research, and investment resources
Distilled from this business's own website.
Contact & Location
- Address
- 293 Olmsted Blvd Ste 11b-4, Pinehurst, NC 28374
- Phone
- 4235526601
- Website
- https://www.wealthfinancialadvocates.com/
Services
- Wealth management
- Investment management
- Retirement planning
- Risk management and insurance planning
- Tax-aware financial planning
- Business planning
- Estate and wealth transfer planning
- Banking and lending solutions
- Practice management planning