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Our Team

Toney | Managing Partner | Private Wealth Management of NC

Toney Falkner MBA

Managing Partner
Richard A. | Co-Founder | Private Wealth Management of NC

Richard A. Speers

Co-Founder
Investment Advisor Representative
Matthew | Operations Manager | Private Wealth Management of NC

Matthew B. Woodlief

Operations Manager
Investment Adviser Representative

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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