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Wake Wealth Management co.

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.

Troy Smith is a Proud Member of

CFP Board of Standards
Financial Planning Association
Financial Planning Association of the Triangle
North Carolina Planned Giving Council
National Association of Charitable Gift Planners

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Securities offered through Grove Point Investments, LLC, member FINRA, SIPC. Investment Advisory Services, including financial planning services offered through Wake Wealth Management Co which is not affiliated with Grove Point Investments, LLC. Click here to view Form CRS.