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Your Partner As You Build Wealth and Create A Legacy

Your Partner As You Build Wealth and Create A Legacy

The Tar Heel Wealth Management team serves clients with undivided attention, tailored planning, and expertise so they can confidently transition from saving to distributing their wealth and assets.

Trusted Expertise, Tailored Solutions
Your Unique Journey

Tar Heel Wealth Management is a fiduciary, wealth management firm bringing time-tested experience to each client’s financial strategy. We believe in the far-reaching benefits of financial planning and take a proactive approach to providing personalized, long-term guidance to our clients, guiding them through every stage of their financial journey with care and expertise. 

Your Journey, Your Plan
Customized Financial Guidance

Our personalized approach to financial planning is an effective method to help clients with a variety of financial needs. Over the years, we’ve seen how financial guidance can change lives, and we love helping people face their transitions with confidence. Our holistic guidance and customized planning are designed to lead clients through every stage of their financial journeys.

Connect With Us

Connect With Us

Schedule a meeting today to see how we can help you address your needs for today and for many years to come. We look forward to hearing from you.

Services Tailored to Your Needs and Goals

Your financial journey is as unique as you are; we offer a range of services designed to address your specific needs and goals.

Explore Services

Financial Planning

We ensure that every aspect of your financial life is carefully considered and included as an essential part of your personalized plan.

Retirement Planning

We can help you develop a strategy to achieve your retirement goals while maximizing savings and minimizing risk.

Investment Management

We craft a customized strategy tailored to your unique situation, risk tolerance, time horizon, and objectives.

Small Business Exit & Succession Planning

We help you navigate the complexities of succession planning to protect the business and legacy you’ve built.

Guiding You To Pursue Your Goals

Individuals & Families

Individuals & Families

Whether you're just starting to build or seeking to protect wealth for generations, our team is here to help you make a plan.

Pre-retirees

Pre-retirees

We'll work with you to develop a comprehensive retirement strategy that aligns with your goals and timeline.

Retirees

Retirees

We can help you make the most of your retirement years, offering income strategies and planning to support the life you desire.

Business
Owners

Business
Owners

We're here to provide you with the guidance and support you need to achieve your business and personal goals.

Who We Serve

Boost Your Financial Literacy with Curated Resources

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

Perception vs. Reality

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
Learn More
Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.
Learn More
Replacing Your Medicare Card

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Learn More

Contact Us

(828) 327 3959

Address

1333 2nd Street NE

Suite 303

Hickory, NC 28601