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Our Services

Strategic Guidance to Guide Your Journey

At Tar Heel Wealth Management, we understand that your financial journey is as unique as you are. That's why we offer a comprehensive range of services designed to address your specific needs and goals.

Financial Planning

Our holistic approach to financial planning ensures that every aspect of your financial life is carefully considered as we create a personalized plan that aligns with your values.

Retirement Planning

Whether you're just starting to save or nearing retirement age, our team can help you develop a strategy to achieve your retirement goals while maximizing your savings and minimizing risk.

Investment Management

Investing wisely is crucial to building and preserving wealth long term. Our professionals will craft a customized strategy tailored to your unique situation, risk tolerance, and objectives.

Wealth Management

Our wealth management services go beyond just investing. We'll help you manage all aspects of your financial life, from optimizing cash flow to preserving your wealth for future generations.

Tax Planning

Proactive tax planning can significantly impact your financial situation. We’ll work with you to develop strategies that minimize your tax liability while maximizing your growth opportunities.

Insurance & Protection

You want to protect your assets and loved ones; we can help you assess your insurance needs and identify solutions to protect your family, business, and legacy against life's uncertainties.

Estate & Legacy Planning

It takes careful planning to ensure your legacy is passed on according to your wishes, while also minimizing your tax liability. We can help you create a plan that provides for future generations.

Small Business Exit & Succession Planning

Whether you're looking to sell, retire, or plan your succession, our team can help you navigate the complexities of succession planning to protect the business legacy you’ve built.

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Our Approach

We create customized strategies and plans that help you feel confident in keeping your finances on track.

Our Approach

About Us

We create customized strategies and plans that help you feel confident keeping your finances on track.

About Us

Our Team

The Tar Heel Wealth Management team is driven to help people, a desire that drives our practice every day.

Meet the Team