Just like the seasons change, so does the stock market and retirement landscape. Pinehurst Wealth offers a full-service approach to retirement planning through a wide range of financial services aimed at helping you reach an evergreen retirement.
Legacy Preservation
Effective legacy preservation and estate planning is more than just having a last will and testament. We have long-standing relationships with qualified trust and estate planning attorneys that can provide you with legal guidance and help draft the appropriate documents.
Tax Minimization
Without the proper strategy in place, taxes could become a burden later in retirement and bring your net income lower than you anticipated. We can help you identify and enact the right strategy for your financial situation and goals.
Evergreen Income Maximization
At Pinehurst Wealth, we create for each client an income-based strategy designed to help them preserve their savings, allowing them to use it as a source of Evergreen Income.
Wealth Management
Pinehurst Wealth provides white glove service for high-net-worth individuals, developing effective wealth and investment management strategies in conjunction with your CPAs and attorneys.
Asset Protection
As retirement nears, you lose the luxury of time. We can help you strategize how to reduce your risk exposure to give you greater protection should a major stock market dip occur.
Get one step closer to a more evergreen retirement.
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