What are some popular wealth management services?

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.

What are people saying about wealth management services in New Hanover County, NC?

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.

What does a wealth manager do?

A wealth manager in New Hanover County, NC is a financial advisor who specializes in assisting clients in managing their assets and investments. They work closely with clients to develop a comprehensive financial plan that takes into account their goals, risk tolerance, and current financial situation. In New Hanover County, NC, wealth managers must be well-versed in the local economy and investment opportunities. With the county being home to the Port of Wilmington, which is the largest port in North Carolina, wealth managers must understand the impact that global trade has on the local economy. Additionally, they must be knowledgeable about the county's growing healthcare industry, which includes major hospitals and research facilities. With a complex and ever-changing economic landscape, wealth managers in New Hanover County must be adaptable and able to provide their clients with the most up-to-date financial advice and strategies.

When should you get a wealth manager?

New Hanover County, NC residents should consider reaching out to a wealth manager when they find themselves with a complex financial situation that requires expert guidance. With a population of over 230,000 people, New Hanover County is home to a diverse community of individuals with varying financial needs and goals. From managing investments and planning for retirement to navigating tax laws and estate planning, the financial landscape in New Hanover County can be overwhelming and confusing. A wealth manager can help residents navigate these complexities and create customized financial plans that align with their unique needs and goals. Whether you're a young professional just starting out or a retiree looking to maximize your savings, a wealth manager can provide the expertise and guidance needed to achieve financial success.

How do I choose the right wealth manager?

A wealth manager in New Hanover County, NC must possess a diverse range of qualities to effectively manage their clients' finances. Firstly, they must have a deep understanding of the local economy and the unique financial landscape of the county. With Wilmington, the county seat, being home to several major corporations and a thriving tourism industry, a wealth manager must be adept at navigating the intricacies of these sectors. Additionally, they must possess excellent communication skills to effectively communicate complex financial concepts to their clients. They must also possess a strong attention to detail and analytical skills to ensure that their clients' portfolios are optimized for maximum returns. Finally, a wealth manager in New Hanover County, NC must be able to adapt to changing market conditions and be proactive in adjusting their clients' portfolios accordingly. With the county's rapidly growing population and economy, a wealth manager must be able to stay ahead of the curve and anticipate future trends to ensure their clients' financial success.

What are the best wealth management firms in New Hanover County, NC?

New Hanover County, NC is home to several top wealth management firms that cater to the affluent population of the area. These firms offer a range of services, including investment management, financial planning, estate planning, and tax planning. One notable firm is located in the historic downtown Wilmington area, where the charming brick buildings and cobblestone streets provide a picturesque backdrop for their clients' financial success. Another firm is situated in the coastal town of Wrightsville Beach, where the sound of waves crashing against the shore can be heard from their office windows. With the county's thriving tourism industry and growing population, these wealth management firms are well-positioned to serve the financial needs of their clients with burstiness and complexity in their strategies.

How do wealth managers get paid?

Wealth managers in New Hanover County, NC often receive compensation through a variety of methods. One common way is through a fee-based structure, where clients pay a percentage of their assets under management to the wealth manager. Another way is through commission-based compensation, where the wealth manager earns a percentage of the financial products they sell to clients. In New Hanover County, NC, wealth managers may also receive compensation through performance-based fees, where they earn a percentage of the investment returns they generate for clients. Additionally, some wealth managers in the area may receive compensation through a combination of these methods. With a growing population and thriving economy, New Hanover County, NC offers ample opportunities for wealth managers to succeed and earn a comfortable living.

Find the Best Wealth Management Services in New Hanover County, NC

Connect With a Wealth Manager

List of Firms

New Hanover County, NC Wealth Management Firms

Sterling Wealth Management

SEC File# 801-112948

CRD# 131304

2715 Ashton Dr Ste 102, Wilmington, NC 28412, USA

(910) 202-4656

http://www.sterlingwealthllc.com/

Directions

Dominion Wealth Management, LLC

4024 Oleander Dr SUITE 3, Wilmington, NC 28403, USA

(910) 444-2266

http://www.dominionwealthllc.com/

Directions

Seacoast Wealth Management

2002 Eastwood Rd STE 302, Wilmington, NC 28403, USA

(910) 207-0509

http://www.seacoastwealthnc.com/

Directions

Glen Hedrick @ Old North State Wealth Management

5 out of 5

1430 Commonwealth Dr Suite 200, Wilmington, NC 28403, USA

(910) 509-3800

Directions

Live Oak Private Wealth

SEC File# 801-113818

CRD# 297904

1741 Tiburon Dr #28403, Wilmington, NC 28403, USA

(844) 469-5679

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.

Nearby Locations

Alamance County, NC Albemarle, NC Asheville, NC Bermuda Run, NC Boone, NC Brunswick County, NC Buncombe County, NC Cabarrus County, NC

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.

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