Our Services

Piedmont Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We seek to provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial freedom to provide financial independence and confidence.

Common Services Offered:

  • Fee-based Asset Management
  • Investment & Portfolio Analysis
  • Fee-based Financial Planning
  • Retirement Income & Expenses Analysis
  • Life, Disability, Long-term Care Insurance Analysis
  • Estate Planning
  • Charitable Gift Planning
  • College 529 Account Planning

Practice Highlights:

  • Provide holistic wealth management covering a family or generations of a family.
  • Gathering information regarding:
    • Client's values and attitudes towards money
      • Personal and financial needs, priorities and goals
      • Time horizon for each goal
      • Level of knowledge and experience with financial matters
      • Risk exposures
      • Risk tolerance
    • Assets & Liabilities
    • Income & Expenses
    • Retirement Benefit information
    • Current Estate planning document
    • Education plan and resources
    • Tax documents
  • Analyze, evaluate, and develop a comprehensive strategy for pursuing the client's goals
    • Provide regular reviews to discuss and evaluate changes in client's personal circumstances, performance and progress of the strategy, and review and evaluate changes in the legal, tax, and economic environment.
  • Fee-based financial planning services available
    • Most of our clients invest using fee-based accounts.

Piedmont Wealth Management Advantages:

  • Helping you define specific financial goals by reviewing your financial situation in depth, taking into account your income, net worth, current portfolio, risk tolerance and investment time horizon.
  • Offering flexible account options, including traditional investment accounts or a variety of fee-based alternatives.
  • Accessing and evaluating immediate market data, research reports and other economic and financial information through Morningstar Advisor® and CFRA MarketScope®.
  • Using planning tools from MoneyGuidePro ® to show you how asset allocation and investment diversification may enhance your portfolio, as well as how much time you may need to accumulate a specific amount of money for retirement and other purposes.
  • Offering you a variety of investment alternatives and services to meet your needs – including retirement, education, tax and estate planning, stocks, bond, mutual funds, CDs, insurance, annuities, trust services, and fee-based asset management.
  • Partnering with your other professionals such as lawyers and accountants to ensure coordination in all areas of your life.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

Contact us for more information