Wealth Management

Wealth and Investment Management Strategies

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.

We provide a range of services to help you grow and preserve your wealth so you can pass it on to your family and heirs in the most tax-efficient manner.

Comprehensive Wealth Management Services

We help affluent families grow and preserve their wealth through:

  • IRA Legacy Planning
  • Long-Term Care Planning
  • Asset-Preservation Strategies
  • Estate Planning
  • Tax-Saving Strategies
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Let’s get to work protecting and preserving wealth that lasts.

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