Wake Wealth Management Co. of Raleigh

Wake Wealth Management Co. is a wealth management firm in Raleigh, NC. The firm provides objective, independent financial planning and investment advice to individuals, non-profits, and professionals throughout Raleigh, Durham, Chapel Hill, Cary, and the broader Triangle area. As a regulated fiduciary, the firm offers specialized services including charitable planning, estate planning, retirement planning, and tax-advantaged planning. Their expertise extends to assisting non-profits with donor relations and the design of executive benefit packages to help endow organizations. The firm holds a 5.00 rating.

The firm provides financial planning through flexible "pay as you go" hourly engagements or ongoing quarterly retainer fees based on the scope of the client's needs. Services range from simple cash flow planning and debt management to complex portfolio construction and insurance planning. The advisory team includes Troy M. Smith, a CFP® professional with expertise in charitable trusts, and Philip M. Giordano, who specializes in life insurance and college planning.

Located on Creedmoor Road in Raleigh, the office is situated near the intersection of Glenwood Avenue. The business is a short walk from the Crabtree Valley Trail and is near Crabtree Valley Mall.

The business maintains well-documented information online, ensuring that their professional details are easily accessible to those seeking financial guidance.

Wake Wealth Management Co. delivers objective, fiduciary-based financial planning to clients across the Triangle.