As a financial planning client, you will receive financial reports, detailing various aspects of your financial portfolio. The power of these reports is that they are integrated with each area of your financial portfolio.
Unlike a money manager who provides only investment reports, a separate tax preparer who provides only tax documents, etc, your financial documents are all prepared from one professional source that acts as your fiduciary.
Each of your financial planning reports is produced in electronic format and hosted on a secure password protected Client Vault, giving you easy access to your financial reports when you need them. We can send copies to accountants, attorneys, banks and other institutions upon your request.
Tracks the growth, returns, and overall performance of a client's investment portfolio over a given time period.
Forecasts a client's expected income versus expenses over time to help plan for future financial needs.
Summarizes progress toward a client's defined financial goals, such as retirement, education funding, or major purchases.
Visually maps how a client's assets would be distributed upon death according to their current estate plan.
Breaks down how a client's portfolio is distributed across asset classes like stocks, bonds, and cash.
Provides a snapshot of a client's total assets minus liabilities to show their overall financial position.
Details the income generated by a client's portfolio through dividends, interest, and other distributions.
Objective Advice Delivered by a Fiduciary
NORTH CAROLINA OFFICE (Main)
4509 Creedmoor Road, Suite 201
Raleigh, NC 27612
(919) 570-3300
Wake Wealth Management Co. serving clients in Raleigh, North Carolina and throughout the Triangle. We offer financial planning on a “Pay as You Go” hourly basis or ongoing financial planning for a quarterly retainer fee. The retainer fee is based on the scope of the engagement, the type of advice needed and considers a client's total financial picture.
Securities offered through LPL Financial, LLC. Investment Advisory Services, including financial planning services offered through Wake Wealth Management Co which is not affiliated with LPL Financial, LLC. Click here to view Form CRS.© Copyright 2026 Wake Wealth Management Co.
