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Raleigh Wealth Solutions

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Raleigh Wealth Solutions

Financial Services

As always, Raleigh Wealth Solutions’ mission is to educate individuals and their families about the financial opportunities available to them and how they can gain or maintain financial independence. Our focus is to reach out, nurture, and maintain close relationships with all of our clients. We know the importance of trust in a financial advisor and client relationship, and we provide that confidence to our clients. No matter what direction the stock market or interest rates take, we have your best interests at heart. Strategies for Financial Independence we offer our experience and knowledge to help you design a unique strategy for financial independence.Established in 2004.TruWealth Strategies’s mission is to inform and develop relationships with individuals and families who are concerned about their financial future. Our primary focus is to develop our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. We understand how important it is for you to be able to trust your Financial Advisor particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it’s important to have a trusted advisor you can count on to give you the news straight and look after your best interests.After spending more than eight years as an agent for a Fortune 500 company, where he often ranked in the top 1% of the advisors, Brian Raleigh formed his own firm in 2004, TruWealth Strategies in Cary, NC. The company focuses on not just accumulation, but also wealth preservation strategies for individuals, families, and businesses. Brian admits it might sound corny, but he is all about the relationship and spends countless hours with his clients. “You have to hope for the best, but plan for the worst,” he cautioned. It breaks his heart to see people who have spent 30 to 40 years of their life working, then have to move back their retirement, because they lost everything in the market. “I saw way too much of that in 2002 and again in 2008.” Brian is always looking for new ways to save on taxes and increase retirement income. People often ask why they haven’t heard about some of these strategies, and he simply replies, “Well, maybe you just haven’t met with the right advisor.”

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