Investment Management Company in New Hanover, North Carolina

6 found · ← All categories in New Hanover

Updated October 31, 2026

Seagate Wealth Advisors

Investment Management Company

Wilmington, NC

Seagate Wealth Advisors provides retirement income planning and investment advisory services for investors with $250,000-plus and five-year-plus horizons across three North Carolina locations.

  • Investors with at least $250,000 in investable assets
  • Investors with time horizons of five years or longer
  • Retirement income planning

Long Family Office, Inc.

Investment Management Company

Wilmington, NC

Long Family Office combines customized investment plans with family meetings, succession planning, and charitable strategies for multigenerational families in Wilmington, North Carolina.

  • Multigenerational families planning wealth transfers
  • Family business owners preparing succession or ownership transitions
  • Families needing coordinated investment, estate, tax, and professional-service planning

CES Retirement Advisors

Investment Management Company

Wilmington, NC

CES Retirement Advisors provides retirement income planning, investment, estate, and insurance services and offers a complimentary retirement needs assessment.

  • Retirement income planning
  • Clients nearing retirement or already retired
  • 401(k) and 403(b) planning

Lp Equity

Investment Management Company

Wilmington, NC

LP Equity has acquired minority interests in over 400 partnerships since 2005 and provides obligation-free valuations with cash offers within a week.

  • Limited partners seeking cash for illiquid real estate partnership interests
  • Owners of Section 8 apartment partnership interests from the 1970s and early 1980s
  • Estates burdened by ongoing limited partnership tax reporting

Cash offer within a week of initial contact

Other categories in New Hanover

Investment Management Company in nearby counties

FAQ

How much money do I need to work with an investment manager in Wilmington?

Seagate Wealth Advisors identifies at least $250,000 in investable assets as its target minimum. The provided information does not list minimums for the other firms.

Which Wilmington investment firm helps with 401(k) rollovers and retirement income?

Seagate Wealth Advisors lists 401(k) rollover services, IRAs, and retirement income planning. CES Retirement Advisors also focuses on retirement income, 401(k) and 403(b) planning, and Social Security planning.

Can an investment manager help with family business succession and estate planning?

Long Family Office provides family business succession planning, wealth-transfer and trust planning, family meetings, and successor education. CES Retirement Advisors lists estate planning alongside investment and insurance services.

How quickly can I sell an illiquid limited partnership interest?

LP Equity states that it provides an obligation-free valuation and a cash offer within a week of initial contact. Its services are limited to certain partnership interests rather than entire real estate properties.

Are these firms appropriate for emergency or short-term financial needs?

Seagate advises against its services for time horizons shorter than five years and for emergency or after-hours financial needs. Its stated focus is longer-term investment and retirement planning.