Private Client Group Services

Private Client Group Services are ideal if you have already built significant wealth and are focused on being a good steward of your legacy. Near or in retirement, you have concerns around preserving and growing your portfolio, minimizing your taxes, planning your estate, preparing your heirs, and being extraordinarily generous. You are ready to live and give like no one else. You seek a partnership that provides comprehensive solutions and high-touch services.

As a member of our Private Client Group, you will receive semi-annual reviews with a CFP® Professional as well as monthly newsletters, webinars, workshops, and invitations to exclusive client events. This group also has access to RightCapital, our personalized client planning portal and mobile app

Retirement & Goal Planning

Retirement planning & distribution strategies
SSI optimization & Medicare planning
Executive compensation & stock plans
Planning for business owners

Investment Planning

Objective-based & customized portfolios
Ongoing monitoring & rebalancing
401(k) analysis & recommendations
Planning for concentrated stock positions

Tax Planning

Tax-optimized distribution strategies
Tax-efficient portfolio management
Roth conversion strategies
Coordination with client’s CPA

Protection Planning

Insurance policy review
Life, disability, & long-term care insurance needs analysis
Estate & business insurance solutions

Estate Planning

Estate analysis
Legacy planning & family meetings
Trust services
Coordination with client’s attorney

Generosity Planning

Generosity workshop & resources
Stock gifts & Qualified Charitable Distributions (QCD)
Partnership with NCF & Annual Giving Report
Donor Advised Funds (DAF) & Charitable Trusts

0.25% advisory fee (billed quarterly) on portfolios between $1,000,000—$2,000,000
0.20% advisory fee (billed quarterly)on portfolios between $2,000,000—$5,000,000
0.15% advisory fee (billed quarterly) on portfolios over $5,000,000+

Ready to Get Started?

Monday - Thursday, 8 am - 5 pm | Friday, 8 am - 12 pm

Phone: (919) 803-0035
Fax: (919) 803-2167
[email protected]

Raleigh Office

343 E Six Forks Rd, Suite 100, Raleigh, NC, 27609

Charlotte Office

15720 Brixham Hill Ave, Suite 300, Charlotte, NC, 28277

Social Media

Osaic Wealth Form CRS

Check the background of your financial professional on FINRA’s BrokerCheck

Securities, insurance, and investment advisory services offered through Osaic Wealth Inc., member FINRA/SIPC. Additional advisory services offered through Steward Wealth Strategies. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

RamseyTrusted is Ramsey’s seal of approval in the marketplace—a symbol fans can look for to find service providers the Ramsey team endorses. As a SmartVestor Pro, I’m proud to be RamseyTrusted. That means I consistently meet Ramsey’s high standards of excellent customer service. Now, to be clear, the RamseyTrusted shield isn’t an indicator of industry know-how. It’s a symbol that proves I’ve earned Ramsey’s trust by being missional, coachable and reliable. And speaking of trust—you should understand that I pay to promote my services as a SmartVestor Pro to receive clients. Dave Ramsey and the Ramsey SmartVestor Pro program is not affiliated with Osaic Wealth and is not sponsored or endorsed by Osaic Wealth.

The Osaic Wealth Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative): AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NJ, NM, NY, NC, OH, OK, PA, SC, TN, TX, VA, WA and WV.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Certified Kingdom Advisors is a professional membership community that specializes in serving the investment needs of Christians. CKA® financial professionals incorporate biblical principles in the advice they give to their clients. The issuing organization is Kingdom Advisor, Inc.. Additional information is available at kingdomadvisors.com.

When you access any of the links or web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.