Whichard Woolard and Mitchell Wealth Management
Financial Advising
Why pick this one
Whichard Woolard & Mitchell Wealth Management brings over 170 years of combined experience to business owners and vacation rental management owners.
Best for
- business owners planning ownership transitions
- vacation rental management owners seeking wealth management
- business owners seeking investment planning
- clients wanting a no-obligation portfolio review
- clients near Kill Devil Hills or Elizabeth City
Specialties
- wealth management for business owners
- vacation rental management owner financial planning
- business ownership transition strategies
- investment portfolio reviews
- financial objective consultations
What makes them different
- Over 170 years of combined experience
- Focuses on business owners, including vacation rental management owners
- Offers services from offices in Kill Devil Hills and Elizabeth City
- Provides no-obligation portfolio reviews or consultations
- Addresses business ownership transition planning
- Serves
- Kill Devil Hills, Elizabeth City
Distilled from this business's own website.
Contact & Location
- Address
- 113 S Water St Fl 2, Elizabeth City, NC 27909
- Phone
- +12523385121
- Website
- http://www.whichardwoolardmitchellwm.com
- john.woolard@wwm-wm.com
Services
- wealth management
- investment planning
- business owner financial planning
- business succession planning
- portfolio reviews