Wealth Management in New Hanover County, NC

We did the hard work of finding trustworthy partners in New Hanover County, NC. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

New Hanover County, NC Wealth Management Firms

Sterling Wealth Management
SEC File# 801-112948
CRD# 131304
Location 2715 Ashton Dr Ste 102, Wilmington, NC 28412, USA
Phone (910) 202-4656
Language http://www.sterlingwealthllc.com/
Directions
Dominion Wealth Management, LLC
Location 4024 Oleander Dr SUITE 3, Wilmington, NC 28403, USA
Phone (910) 444-2266
Language http://www.dominionwealthllc.com/
Directions
Seacoast Wealth Management
Location 2002 Eastwood Rd STE 302, Wilmington, NC 28403, USA
Phone (910) 207-0509
Language http://www.seacoastwealthnc.com/
Directions
Glen Hedrick @ Old North State Wealth Management
5 out of 5
Location 1430 Commonwealth Dr Suite 200, Wilmington, NC 28403, USA
Phone (910) 509-3800
Directions
Live Oak Private Wealth
SEC File# 801-113818
CRD# 297904
Location 1741 Tiburon Dr #28403, Wilmington, NC 28403, USA
Phone (844) 469-5679
Language https://www.liveoakprivatewealth.com/
Directions
Wealth Management in New Hanover County, NC

Where Wealth Management Advisors in New Hanover County, NC Serve

New Hanover County, located in southeastern North Carolina, is a vibrant and bustling area with a rich history and a plethora of landmarks to explore. From the historic downtown district with its charming cobblestone streets and unique boutiques, to the pristine beaches of Wrightsville and Carolina, there is something for everyone in this dynamic community. Top employers in the area include the New Hanover Regional Medical Center, the University of North Carolina Wilmington, and the New Hanover County Schools, providing ample opportunity for those seeking employment in healthcare, education, and other fields. Major highways and streets in the area include Interstate 40, which runs east-west through the county, as well as US Route 17 and NC Route 132, which provide easy access to neighboring communities and attractions. Neighborhoods in New Hanover County are diverse and varied, with everything from historic homes in the downtown district to modern developments in the suburbs.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of New Hanover County, NC would greatly benefit from a bank's services in numerous ways. Firstly, the county is home to a thriving tourism industry, with attractions such as the Wilmington Riverwalk and the Carolina Beach Boardwalk drawing in visitors from all over the country. A bank could help these tourists by providing currency exchange services, making it easier for them to enjoy their stay without worrying about finding a local branch of their own bank. Additionally, New Hanover County is home to a large number of retirees, who may require assistance with managing their finances as they age. A bank could offer retirement planning services and investment advice to help these residents make the most of their savings. Furthermore, the county has a significant military presence, with the Marine Corps Base Camp Lejeune located just a short drive away. A bank could assist military personnel and their families with financial planning and support, including loans and savings accounts tailored to their unique needs.

Insurance Broker

Residents of New Hanover County, NC can benefit from the services of an insurance broker in various ways. Firstly, an insurance broker can help residents navigate the complexities of the healthcare system in New Hanover County, which is home to several renowned medical facilities such as New Hanover Regional Medical Center and Wilmington Health. With the help of an insurance broker, residents can find the best health insurance plans that cover their medical needs and fit their budget. Moreover, an insurance broker can help residents protect their homes and properties from natural disasters that are common in the county, such as hurricanes and floods. By finding the right home insurance policies, residents can have peace of mind knowing that their homes and belongings are covered in case of any damage or loss. In addition, an insurance broker can assist residents in finding affordable auto insurance policies that comply with North Carolina's minimum requirements, ensuring that they are legally covered while driving on the county's roads.

Retirement Planning

Residents of New Hanover County, NC can greatly benefit from the services of a retirement planner. Specifically, a retirement planner can help them navigate the complexities of the local tax laws and regulations that are unique to this county. With its rapidly growing population and booming economy, New Hanover County is a prime location for retirees looking to settle down. However, the county's tax laws and regulations can be confusing and overwhelming for many residents, especially those who are not familiar with the area. A retirement planner can help these residents make sense of the tax code and develop a comprehensive retirement plan that takes into account their unique financial situation and goals. Whether it's creating a budget, managing investments, or planning for long-term care, a retirement planner can provide the guidance and support needed to help residents of New Hanover County, NC achieve financial security and peace of mind in their golden years.

Financial Advisor

Residents of New Hanover County, NC may benefit from the guidance of a financial advisor in various ways. For instance, they can help individuals plan for retirement, create a budget, and manage their debt. In a county that is known for its tourism industry, a financial advisor can also assist those who own vacation properties or run small businesses in the area. Additionally, with the county's proximity to the coast, residents may need advice on insurance policies that cover flood or hurricane damage. Furthermore, with the growing population of retirees in New Hanover County, a financial advisor can help ensure that their clients have sufficient income to cover their expenses in their golden years. Overall, a financial advisor can offer valuable insight and expertise to residents of New Hanover County, NC, helping them make informed decisions and achieve their financial goals.

Mortgage Loan Officer

Residents of New Hanover County, NC would be greatly assisted by a mortgage loan officer in a variety of ways. Firstly, a loan officer can help potential homeowners navigate the complex process of obtaining a mortgage, which can be especially daunting for those who are first-time buyers. Moreover, given the high cost of living in New Hanover County, NC, a loan officer can help residents secure the necessary financing to purchase a home in this area. Additionally, a mortgage loan officer can assist residents in finding the best possible interest rates and loan terms, which can save them significant amounts of money over the life of their mortgage. With the help of a skilled and knowledgeable mortgage loan officer, residents of New Hanover County, NC can achieve their dreams of homeownership and secure their financial futures.

Tax Services

Residents of New Hanover County, NC can benefit greatly from the assistance of a tax advisor. With the county being home to a variety of industries, including healthcare, education, and tourism, there are numerous tax implications that individuals and businesses must navigate. A tax advisor can provide guidance on deductions and credits specific to the county, such as those related to hurricane relief efforts. Additionally, with the county's growing population and real estate market, a tax advisor can offer advice on property tax assessments and appeals. For those who are self-employed or own small businesses, a tax advisor can assist with tax planning and compliance, ensuring that they are maximizing deductions and avoiding penalties. With the ever-changing tax laws and regulations, having a knowledgeable and experienced tax advisor is essential for residents of New Hanover County, NC.

Estate Planning Lawyer

Residents of New Hanover County, NC can benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after their passing. This is particularly important in New Hanover County, which has a rapidly growing population and a thriving economy. With so many people moving to the area and investing in local businesses, it's crucial to have a solid estate plan in place to protect those assets. Additionally, an estate planning lawyer can provide guidance on tax planning, healthcare directives, and other legal matters that may arise as residents age. By working with an experienced attorney, residents can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the event of their passing.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a skilled wealth manager in New Hanover County, NC can be quite comprehensive. These services may include investment management, financial planning, tax planning, estate planning, and risk management. The wealth manager can help clients to create a customized investment portfolio that is tailored to their specific financial objectives and risk tolerance. In addition to this, the wealth manager can also assist clients in developing a comprehensive financial plan that includes retirement planning, education planning, and insurance planning. New Hanover County, NC is known for its thriving business community and the wealth manager can leverage this to offer clients a wide range of investment opportunities. The county is also home to several high net worth individuals, and the wealth manager can provide specialized services to meet their unique needs. With their expertise, the wealth manager can help clients to navigate the complex financial landscape and achieve their financial goals.

New Hanover County, NC is the ultimate destination for those seeking the services of a wealth manager. With its thriving economy and diverse population, the county offers a plethora of investment opportunities that are ripe for the picking. From its bustling tourism industry to its growing healthcare sector, New Hanover County is home to a multitude of businesses that require the expertise of a skilled financial advisor. Moreover, the county's proximity to major metropolitan areas such as Raleigh and Charlotte means that its residents have access to a wider range of investment options. With its unique blend of urban and rural landscapes, New Hanover County is truly a gem in the world of wealth management.