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Peace Of Mind Wealth Management
Your trusted partner for holistic retirement planning and wealth management in Raleigh.
5(5 reviews)
$$$
Business
financial-advising
Personalized strategies for transitioning into retirement, including income planning and risk management.
Professional portfolio management to protect and grow assets, with regular check-ins and adjustments.
Expert guidance on selecting the best Medicare coverage options during open enrollment periods.
Comprehensive tax planning and preparation services to optimize returns and minimize liabilities.
Support in creating estate plans to secure your legacy and manage assets effectively.
Advice on maximizing Social Security benefits based on your individual financial situation.
Your trusted partner for holistic retirement planning and wealth management in Raleigh.
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Peace Of Mind Wealth Management is a premier financial advisory firm based in Raleigh, NC, dedicated to helping individuals and couples navigate retirement with confidence. We offer comprehensive services including investment management, Medicare enrollment, tax strategy, estate planning, and Social Security optimization. Our team of knowledgeable professionals provides personalized, responsive support through in-person meetings, Zoom, phone, and email, ensuring you achieve your financial goals with clarity and peace of mind. With a 5-star rating from satisfied clients, we focus on education and holistic strategies tailored to your unique needs.
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.
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!
Peace of Mind has been a great experience over the last year since we changed from our last investment manager. POM started us off on a plan last year and we have had regular check-ins that are informative and address our needs and concerns. The team is great to work with and they are very focused on helping us to achieve our financial strategy.
We have been with Peace of Mind Wealth Management over 5 years. Working with all the people at Peace of Mind is a pleasure. Everyone is friendly and welcoming. Murs and Radon have protected our assets during the current economic turmoil and still earned us a reasonable return during this time. Sean has helped us find the best Medicare coverage during the last open enrollment period. Tyler has done a great job preparing my (active investing) taxes. I'm looking forward (?) to starting my estate plan in the coming months. I have strongly recommended Peace of Mind Wealth Management to my friends and I would encourage anyone evaluating Financial Planning or Wealth Management services to give them a call.
We have been with POM for almost 3 years. We say that we have rewired, not retired. What drew us to them is their holistic approach to retirement/rewire. They cover investments, Medicare, social security, estate planning, tax strategy, taxes and legacy. You can use all of the services or whatever meets your individual needs and goals. There is no one size fits all. However, there is a transition from being an income earner (regular paychecks and bonuses) to relying on withdrawals from your savings, investments, retirement plans, social security, etc. The team was able to explain the options on exactly how you make the transition based on your input and risk tolerance. As well as providing the education you need to make an informed decision. POM gives you options so you can make the final decision on what you feel comfortable doing. POM provides a lot of education via several mediums in person, podcasts, newsletters, and connectivity via a community of like-minded people. We have recommended several of our friends who are either retired or ready to retire shortly. There isn’t a pressured sales pitch. Just facts and knowledge transfer so one can make the best decision for their next phase of life.
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