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North Carolina Address (Main):
4509 Creedmoor Road
Suite 201 (Second Floor)
Raleigh NC, 27612

Phone: 919-570-3300

Located across the street (Creedmoor) from Macy's at Crabtree Valley Mall near the corner of Creedmoor Road and Glenwood Avenue; covered parking available.

Hours of Operation: 8:30 AM to 5:00 PM | Monday-Friday

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.