Raleigh Wealth Solutions

Raleigh Wealth Solutions is a financial planner in Raleigh, NC. The firm helps clients manage their wealth, taxes, and assets so they can pursue their goals, with a focus on creating a retirement that lasts. They offer financial planning services that include reviewing current financial situations, determining retirement needs, and creating custom strategies for unique retirement goals. The firm holds a rating of 4.90 from the customers who have reviewed it.

Founded by Brian Raleigh, who grew up in humble beginnings and learned the value of hard work from his parents at a young age, the firm reflects his lifelong work ethic. Brian graduated from the University of Vermont with a Bachelor of Science in education and earned his master's degree from Western Carolina University. He began his career in a Fortune 500 financial services company in 1995 before forming his own firm in 2005. Raleigh Wealth Solutions believes everyone should be able to live the retirement they have always wanted, rejecting a "one-size-fits-all" approach in favor of tailored plans built around each client's needs, values, and goals. They offer a complimentary Second Opinion Service, a two-appointment process that helps clients define their values and evaluate their current financial situation. The firm also provides resources such as Brian's book on making retirement a homerun using tax and income strategies, and they host events and webinars. Their community commitment is demonstrated through the Champions of the Community initiative, launched in 2023 by Brian and Jill Raleigh, which began on the radio to spotlight local difference-makers and culminates in the Evening of Champions Gala, a celebration featuring food, drinks, music, and a live auction that raises awareness and funds for these remarkable individuals and organizations.

The firm's positive rating reflects the satisfaction of its reviewing clients. Raleigh Wealth Solutions stands out for its personalized, client-centered approach to financial planning and its strong dedication to the local community through its Champions initiative.

Services:

• Community Support and Charitable Giving
• Complimentary Second Opinion Service
• Financial Planning
• Income Strategies for the Wealthy
• Retirement Planning
• Second Opinion Service
• Tax Planning Strategy
• Tax Strategies