Wealthshield Partners

Co-founder Clint Sorenson serves as chief investment officer and is the central figure driving portfolio construction. He brings a technical analysis background through his board tenure at the CMT Association and his leadership at the CFA Society of North Carolina. The other co-founder, Robert Leggett, runs the firm as managing partner and CEO.

The firm runs three parallel sleeves: tactical momentum strategies managed in partnership with Golden State Asset Management, a direct digital-assets allocation to crypto, and a generalist venture capital strategy. Precious metals also feature as a macro overlay. This structure allows the firm to pivot between quantitative trend-following, private-company ownership, and hard-asset hedging.

Wealthshield Partners is structured as an investment company, not a single-family office. It operates as an asset manager that also white-labels its research and strategy for partner advisory firms. Its partnerships with Legacy Private Wealth Partners and the Wealth Advisor Growth Network confirm it functions as both a principal investor and an outsourced chief investment officer for external RIAs.

Golden State Asset Management serves as a strategic partner executing tactical momentum models within Wealthshield's multi-asset framework. This relationship gives Wealthshield exposure to systematic trend-following strategies without building the entire trading desk in-house. The partnership is one of several that extend Wealthshield's investment reach beyond its Cary headquarters.

Yes, the firm runs a Summer of Giving Program. The program directs corporate resources into community-based philanthropy. Details on specific grant-making or charitable structures remain limited in public disclosures.