Investment Management Company in Pitt, North Carolina

4 found · ← All categories in Pitt

Updated October 31, 2026

Wackelin Financial Services, Inc.

Investment Management Company

Greenville, NC

Wackelin Financial Services, founded in 1990 in Greenville, NC, provides personalized retirement planning and investment management through a five-step process.

  • Individuals and families seeking personalized wealth management
  • Pre-retirees and retirees needing sustainable retirement income planning
  • Women navigating divorce, inheritance, or the loss of a spouse

H.l. Ormond & Company, Llc

Investment Management Company

Greenville, NC

H.l. Ormond & Company, Llc provides active asset allocation, portfolio monitoring, and retirement planning in Greenville, NC.

  • Retirement planning
  • Families and individuals seeking comprehensive financial planning
  • Clients needing ongoing portfolio management

Seagate Wealth Management

Investment Management Company

Greenville, 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

Other categories in Pitt

Investment Management Company in nearby counties

FAQ

How do investment management companies typically charge?

Wackelin says its primary compensation is based on a percentage of assets under management, while plan fees or commissions may apply depending on the client's needs. Ask each firm for its fee schedule and any account or product costs.

Which firms in Greenville handle retirement income planning?

Wackelin Financial Services and Seagate Wealth Management both list retirement income planning. Seagate states that it generally serves investors with at least $250,000 in investable assets and five-year-plus time horizons.

Can an adviser help with a 401(k) rollover?

Seagate specifically lists 401(k) rollover services and individual retirement accounts. Ask about rollover fees, investment choices, and whether moving the account affects existing benefits.

Can financial planning include taxes, estate matters, or business succession?

Wackelin lists tax planning, estate planning, business succession and exit strategies, and coordination with CPAs and attorneys. H.L. Ormond & Company lists comprehensive financial planning and retirement planning.