About Us

Wealth Coach of North Carolina is a specialty firm focused on comprehensive financial planning, helping clients efficiently plan for their financial independence and secure their family legacy. In addition, Wealth Coach of North Carolina specializes in helping philanthropically inclined clients maximize planned gifts for the charitable organizations that are important to them; and life care financial planning for families with children and adults who have special needs.

Wealth Coach of North Carolina is dedicated to helping those in need and to improving the community through personalized financial advising.