Peace Of Mind Wealth Management

Name: Peace Of Mind Wealth Management
Address: 4101 Lake Boone Trail, Raleigh, NC, 27607, US
Telephone: (919) 787-8866
Price range: $$$

Holistic financial planning for a confident retirement and beyond.

5(20 reviews)

financial-advising

$$$

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About

Peace Of Mind Wealth Management provides comprehensive financial advisory services tailored for individuals and couples planning for retirement or already retired. Based in Raleigh, NC, the firm offers a holistic approach covering investments, Medicare, Social Security, estate planning, tax strategy, and legacy planning. With a team of knowledgeable professionals, they prioritize clear communication, regular check-ins, and personalized strategies to help clients navigate financial transitions with confidence and ease.

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Location

4101 Lake Boone Trail #111, Raleigh, NC 27607, USA

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Information

4101 Lake Boone Trail

Raleigh, NC, 27607

(919) 787-8866 pomwealth.net/

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Services

Retirement Planning

Personalized strategies for transitioning into retirement, including income planning and risk management.

Investment Management

Professional portfolio management to protect and grow assets, with regular check-ins and adjustments.

Medicare Enrollment Assistance

Expert guidance on selecting the best Medicare coverage options during open enrollment periods.

Tax Strategy and Preparation

Comprehensive tax planning and preparation services to optimize returns and minimize liabilities.

Estate Planning

Support in creating estate plans to secure your legacy and manage assets effectively.

Social Security Optimization

Advice on maximizing Social Security benefits based on your individual financial situation.

5.00 · 20 reviews

Overall rating

Elmira Kachan

via Google

· 1 year ago

What a wonderful team of knowledgeable professionals! My husband and I joined Peace of Mind last year, and we are so happy we did. We received excellent advice on retirement planning and Medicare enrollment. We’ve worked with several advisors, and everyone has been incredibly responsive—answering our questions promptly and explaining every step in detail. Even though we live in New Jersey, we can easily arrange Zoom meetings, phone calls, or simply connect by email. It’s such a relief to know we have their support whenever we need it.

Karen Martin

via Google

· 1 year ago

Everyone at POM is very professional, they work hard to make sure everything they do meets our interests.

Lynn Keefer

via Google

· 1 year ago

We have been very pleased with Peace of Mind. Our journey with them started two years ago, and I'm so glad we chose them for our investment firm! They have knowledge and experience and great communication, checking in regularly and ensuring that we understand our portfolio and our needs. They have given advice on tax strategies and Social Security, and we have used their accountant for our tax returns. I appreciate the quarterly dinners and topics that are discussed. I highly recommend Peace of Mind!

Tracy Newbold

via Google

· 1 year ago

Peace of Mind (POM) lives up to its name. My husband and I had assets and 401k accounts scattered across previous jobs over the years. I worried about what would happen to our family if something happened to one of us. We now have everything in one place and POM’s expert team advising us on how to optimize resources to navigate upcoming college expenses and retirement. What a relief - thank you!

Vid Desai

via Google

· 1 year ago

The only wealth management company that I have found that has taxation experts, Medicare experts and financial advisors that all work as a unified team to manage your investments, plan for retirement as well as ensure you navigate the complex taxation landscape skillfully. Excellent customer service and they take time to know you personally. Could not be happier with them.

Stephan LeMoine

via Google

· 1 year ago

Pendleton Financial is a family-run firm in Raleigh offering comprehensive financial planning and investment management services. Led by Gray Pendleton, the team provides honest, low-pressure guidance tailored to individual and family goals, including retirement planning, life insurance, college savings, and trust management. With a focus on clear communication and actionable strategies, they help clients ease financial anxiety and build a secure future.

5.0(5)

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