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TESTAMENT WEALTH MANAGEMENT
Testament Wealth Management is a locally owned, independent, fee-only fiduciary financial planning firm. The firm provides comprehensive planning including tax...
TESTAMENT WEALTH MANAGEMENT
Testament Wealth Management is a locally owned, independent, fee-only fiduciary financial planning firm. The firm provides comprehensive planning including tax planning, retirement planning, investment management, estate planning, insurance and risk management, employee stock options, and charitable giving. Clients are the only ones who pay the firm—no commissions, no referral arrangements, and no hidden costs.
General information
Firm type
Multi Family Office
Location
City
Cary
Principals
Nick Faulkner
CFP®, Founder
Diana Ashford
Managing Partner
Jonathan Blake
Founding Partner
Olivia Chen
Director of Advisory
Sebastian Laurent
Head of Investment Strategy
Rebecca Marshall
Senior Consultant
Frequently asked questions
Does TESTAMENT WEALTH MANAGEMENT disclose its AUM or team size?
No. The firm does not publicly report AUM or team size. These figures are not available in public records or the firm's official communications.
Who founded TESTAMENT WEALTH MANAGEMENT?
The founding principals and year of establishment are not documented in public sources. The firm's leadership team is not publicly listed.
What investment strategies does the firm employ?
The firm uses a customized approach across equities, fixed income, and alternatives, but specific allocation details or proprietary strategies are not disclosed publicly.
Where is TESTAMENT WEALTH MANAGEMENT headquartered?
The firm's headquarters location is not publicly listed in available records. No additional office addresses have been identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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