Piedmont Wealth Management

Piedmont Wealth Management is a fee‑only financial planning and investment management firm that serves individuals, trusts, foundations, pensions, and corporations. The firm provides personalized financial planning, discretionary and non‑discretionary investment management, and consulting engagements that can address business, real estate, or other personal asset matters.

Portfolios are managed against client‑specific investment policy statements using a mix of mutual funds, stocks, bonds, and ETFs guided primarily by fundamental analysis with occasional technical analysis; the brochure describes several proprietary asset‑allocation strategies. Financial planning and consulting may be delivered on an hourly basis (the brochure discloses a $200/hour rate) or by negotiated retainers, and the firm generally requires $100,000 for investment management (waivable in certain cases).

The firm is a wholly owned subsidiary of a financial services holding company and operates alongside a bank affiliate with which it shares employees, a relationship the brochure discloses and addresses through supervisory procedures. The brochure also discloses a related accounting/tax practice owned by a firm representative that may provide services to clients and notes the firm’s ability to advise pension clients and provide consulting — features that are less common among peer investment managers and are explicitly described along with related conflict‑of‑interest mitigations.