About Wake Wealth Management Co.

Wake Wealth Management Co. is regulated as a Fiduciary and must disclose conflicts of interest and seek to minimize them; it must also act in the best interest of clients in providing Individual Financial Planning and Wealth Management services. We DO NOT manage money on a Discretionary basis for an Investment Advisory Fee. We DO Financial Planning, including investment advice. We also work with Non-Profits and their Donors and are experts in Charitable Planning. We can also assist Non-Profits in designing and implementing Executive Benefit packages that help to endow and perpetuate the Charititable Organization. We serve clients in Raleigh, North Carolina, throughout Wake County, and the Triangle. We offer financial planning on a “Pay as You Go” hourly basis or ongoing financial planning for a quarterly retainer fee. The retainer fee is based on the scope of the engagement, the type of advice needed and considers a client’s total financial picture. Most Clients start and remain on an Hourly Engagement and typically meet whenever they have questions, or their circumstances or goals change.

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