Advisor at Private Wealth Management of North Carolina LLC
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Firm
Private Wealth Management of North Carolina LLC
Location
Henderson, NC 27536
Credentials
Series 65
Industry experience
14 years
Matthew Woodlief is a financial advisor at Private Wealth Management of North Carolina LLC with 14 years of industry experience. He has been with Private Wealth Management since 2011 and holds a Series 65 designation. Outside of advisory work, he is a managing member of Six Forks and Wind Chime LLC, a real estate-related business. Private Wealth Management of North Carolina provides discretionary investment management, financial planning, and consulting services to a range of clients including individuals, families, trusts, and institutions. The firm employs a diversified asset-allocation strategy with strategic and tactical adjustments and sponsors a wrap fee program with a multimillion-dollar qualification threshold.
Based on Private Wealth Management of North Carolina LLC
Based on Private Wealth Management of North Carolina LLC
up to 1.00% annually
Up to $500/hour for financial planning and consulting services, negotiable
Account minimum: $1,000 Fee-only: Financial planning and consulting fees up to $500/hour, negotiable
129 W. Belle Street
Henderson, NC 27536
North Carolina
Private Wealth Management
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63, Series 65
Henderson, NC
Private Wealth Management of North Carolina LLC
PFS™, Series 66
Oxford, NC
The Wealth Group, Ltd
Series 63, Series 65
Henderson, NC
Private Wealth Management of North Carolina LLC
Series 63, Series 65
Oxford, NC
Credit Union Investment Services
Series 63, Series 65
Stovall, NC
Private Client Services, LLC
Series 63, Series 65
Henderson, NC
Capital Analysts
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