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Blogs

Two people working at a table in an office using a calculator.
Feb 18, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on...
Why Are Markets Volatile? | Private Wealth Management of NC
May 1, 2024

Why Are Markets Volatile?

Investments
Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now.
Top 4 Social Media Money Scams & How to Spot Them
Apr 1, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings
Social Media
Believe it or not social media scams have been picking more pockets than any other scam today—including phone call and text fraud.
Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement
Mar 1, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
Long-Term Care
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning.
 

About Us

Retirement and investment advice that works in real life.

Our Office

134 Wind Chime Court, 
Raleigh, NC 27615

129 West Bell Street 
Henderson, NC 27536

Email: matt@pwmofnc.com 
Phone: 252-492-8694 
Text: 252-492-8694

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Private Wealth Management of North Carolina is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where we are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Private Wealth Management of North Carolina unless a client service agreement is in place.

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