Wealth Management Resources
Financial Service
Why pick this one
Wealth Management Resources, Inc. has served New England since 1994 as a fiduciary SEC-registered investment advisor offering financial planning and investment management.
Best for
- retirement income planning
- individuals and families seeking fiduciary financial planning
- professionals and business owners needing coordinated wealth planning
- younger investors needing first 401(k), investing, or debt guidance
- employer-sponsored retirement plan planning
- investment portfolios requiring ongoing review and rebalancing
Look elsewhere if
- customers seeking banking, lending, or transactional financial services
- customers needing emergency or same-day financial assistance
- customers seeking published fee comparisons or fixed-rate pricing
Specialties
- retirement income planning
- estate planning
- insurance planning
- college savings planning
- employer-sponsored retirement plans
- investment management
- financial planning for younger investors
Certifications
- SEC Registered Investment Advisor
- CERTIFIED FINANCIAL PLANNER™
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
What makes them different
- Fiduciary service for all clients
- Independent SEC Registered Investment Advisor
- Founded in 1994 and serving clients in and around New England
- Customized asset allocation incorporating taxes and risk-adjusted returns
- Client access to Charles Schwab, WMR Portal, and eMoney
- Years in business
- 30+
- Serves
- Smithfield
Distilled from this business's own website.
Contact & Location
- Address
- 725 W Main St Ste A, Jamestown, NC 27282-7507
- Phone
- +13364544116
- Website
- https://wealthmanagers.com
- advisors@wealthmanagers.com
Services
- financial planning
- retirement planning
- estate planning
- insurance planning
- college savings planning
- investment management
- employer-sponsored retirement plan services
- 401(k) guidance
- debt planning