WillowTrust Wealth Management

WillowTrust Wealth Management is a wealth management firm in Knightdale, NC, located at 3909 Sunset Ridge Road, Suite 101. It holds a 5.00 rating based on customer reviews. The office is open Monday through Friday from 8:30 AM to 5:00 PM. Clients can reach the firm by phone at 919-562-5072, fax at 919-562-5071, or toll-free at 800-562-1422. Email inquiries are accepted at [email protected].

The firm offers comprehensive financial services aimed at improving long-term financial success. Services include proactive planning for a solid future and specialized planning to simplify life transitions, such as divorce, loss of a spouse, or situations involving women in business. The team assists clients with investing to build wealth, protecting their family, and preserving assets. They provide a specialized TRAIL Process, which walks clients step-by-step through their financial resume to create a tailored strategy for managing goals. Educational resources include market updates, whitepapers, and a free ebook on 2018 tax reform changes. The firm also offers retirement classes and a free risk assessment.

The team includes Jim Nowak, CFP®, AIF®, AAMS®, President & Wealth Advisor, who focuses on fiduciary care, retirement income investment strategies, and tax strategies. Skyler Wofford serves as Client Services Associate, bringing prior healthcare industry experience. Scott Poulsen, Wealth Planning Coordinator, holds an MS in Consumer Sciences with a concentration in Family Financial Planning and Counseling and served nearly 10 years in the United States Air Force. Krystal Nowak is the Director of Communications, and Colleen Nowak is the Operations Associate.

WillowTrust Wealth Management emphasizes a hands-on approach to financial guidance. They offer personalized service to address individual needs and long-term goals. Clients can stay informed through weekly market trend newsletters delivered via email. The firm maintains a presence on social media platforms including Facebook and LinkedIn. They aim to reduce the fear of planning for the future by placing financial independence in the foreground. The firm’s primary purpose is helping clients work towards improving their financial lives through a combination of experience and professional services.

BizScoreAI gives WillowTrust Wealth Management a Technical score of 85 out of 100, which means the website is technically sound, secure and indexable so search engines can read it without errors. The business also receives a Discoverability score of 75 out of 100, showing that AI crawlers are allowed in and can find every page of the website, the first step before any AI assistant can recommend the business.