1. Get on our calendar:book your meeting now by clicking here.
Please call us at (919) 570-3300 if you prefer to book over the phone.
2. Return the Checklist obtained by clicking below:Financial Planning Checklist
3. Write down your questions and bring them with you to the meeting.
To assist you in developing questions, you may want to use the question worksheet below. Question Worksheet
1. Review your Financial Planning Questions.
2. Review Securities & Exchange Commission (SEC) Disclosure Information.
3. Review Data You Provided Us
Preliminary Planning Reports:
1. Personal Financial Statement
2. Cash Flow Analysis
3. Tax Analysis
4. Answer Questions
5. Make Recommendations
Your Financial Planner will dictate notes, containing a review of the issues covered, which will be transcribed and mailed to you.
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.
