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Wake Wealth Management Co.
Wake Wealth Management Co. is regulated as a Fiduciary and provides Individual Financial Planning and Wealth Management services. It does not manage money on...
Overview
Wake Wealth Management Co. is regulated as a Fiduciary and provides Individual Financial Planning and Wealth Management services. It does not manage money on a Discretionary basis for an Investment Advisory Fee; it does financial planning, including investment advice. The firm works with Non-Profits and their Donors and is expert in Charitable Planning. It serves clients in Raleigh, North Carolina, throughout Wake County, and the Triangle on a pay-as-you-go hourly basis or a quarterly retainer fee.
General information
Firm type
Multi Family Office
Location
City
Raleigh
Principals
Troy Smith
Troy Smith
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