Tax-Advantaged Planning
The goal of tax planning is to take advantage of every legal means available to reduce taxes while considering tax risks and to maintain as much tax control as is reasonable.
Cash Flow Planning
Observing income and expenses, projecting future cash flow to determine net cash flow surplus and to see the effect of financial planning recommendations on cash flow that considers all sources of income, income taxes, expenses, retirement, and investment contributions.
Portfolio Construction
Asset Allocation and Investment Selection tailored to a client's investment objective and risk tolerance.
Retirement Planning
Converting accumulated wealth whether it be a business, farm, or real estate into cash flow to cover retirement expenses, maximizing cash flow through prudent tax planning and investment selection.
Estate Planning
Wealth transfer for future generations.Real Estate
Evaluating economic and tax benefits of investment real estate, determining the best way to deal with vacation property.
Risk Management
Life, health and long-term care insurance benefits, liability and disability insurance.
Advanced Planning
Administration Support Services, including directed trust services.
Divorce Planning
Typically involves working with the non-moneyed spouse to make sure they can become or remain financially independent.
Your circumstances and your financial and life goals change over time. Assets are adjusted, hard assets depreciate, and your income tax and estate situation is always dynamic.We offer an integrated system of financial planning and wealth management to adapt to your current financial needs; monitoring the status of your financial independence along the way. We are dedicated to improving the lives of our clients; investing the time necessary to learn about the reasons driving your financial planning desires, yet remaining independent in order to offer sound, objective advice.If you are on a retainer fee engagement you receive continuous updates on the status of your financial world in the form of reports so you may watch your wealth evolve.
Flat fee financial planning clients also have direct access to our financial advisors for phone, email, or personal consultation and advice without hourly charges.Hourly Financial Planning Advice is provided for clients under the Simple fact pattern and initially under the Complex fact pattern on an hourly basis for the first meeting.Most clients can obtain helpful answers to their financial questions in their first meeting called a Preliminary Planning Session. The first meeting usually averages two to three hours. Only after this initial meeting can your situation be reviewed and a recommendation made as to what should happen next.
Wake Wealth Management Co. is comprised of financial advisors. SEC CRD/IARD: 159170 • Established: 1989 • Incorporated: 9/15/2011 • Current broker-dealer affiliation: LPL Financial • ~2 advisors • Alternate site: asktroy.com
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.
