Old North State Wealth Management

Depending on your goals, your income, and your desired lifestyle, we can help design a retirement plan that fits your needs. We are paid to give advice and manage your portfolio. We are fiduciary financial advisors – we are bound by law to put our clients interests first and why wouldn’t we anyway! We are not bound by anyone to sell you anything. The level of personalized service is a reflection of the client’s particular needs, objectives and constraints. We believe advice is best given with full knowledge of the client’s complete financial picture. Therefore, we believe that active management should be blended with buy-and-hold to smooth the ride, reduce volatility, and increase long-term results. Many of our clients have built up substantial wealth, and their main concerns are its preservation rather than beating a benchmark for stocks.