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.