Old North State Wealth Management

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Large enough to meet all your needs, small enough to know your name.

  • We offer a broad range of services to help clients secure a sound financial future.

  • Security

    You Can Trust

    Your data is safe with us. Our Client Portal protects you with 14 full layers of security.

  • Support

    You Deserve

    We provide excellent support through professionalism, responsiveness & quality.

(910) 509-3800 Contact Us free consultation

  • What We Do

    Our clients receive the dedication of a seasoned team of wealth managers: from investments, to tax services, to business consulting, to estate planning. As an independent firm, our primary focus is the delivery of objective financial advice. Hence, we become the family CFO.



    Services

  • Simplify the Complexity

    The more complicated your financial life becomes, the greater the benefit of simplicity. We provide the foresight, organization, efficiency and discipline necessary to bring order and clarity to our clients' financial lives.





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  • Wealth Preservation and Financial Growth

    We focus on the client relationship, develop customized, objective solutions to protect and grow our clients' wealth. In addition, we incorporate tax reduction strategies that further help to focus on bottom line results. With a single team working in unison, our goal is for clients to enjoy the peace of mind of financial security for generations.

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If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives, independent professionals, individuals and families. Our rates are affordable. We are experienced and we're friendly. Please call us for a free initial consultation.

Old North State Wealth Management
1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403
T: (910) 509-3800 F: (910) 509-3805 E: info@oldnorthstatewealth.com
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© Old North State Wealth Management 2021
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Old North State Wealth Management is a Registered Investment Advisor.
Certain representatives of Old North State Wealth Management are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/ SIPC.
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.

Check the background of this firm on FINRA's BrokerCheck.

FINRA/SIPC

Investments products and services available only to residents of: CA, CO, CT, FL, GA, IL, IN, KS, LA, MA, MD, ME, MO, NC, NJ, NY, PA, SC, TX, VA.

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NC CPA license number 23755 Paul Knott
NC CPA License number 36029 Charles Buckland
NC CPA License number 17266 David Parsons
Copyright © 2011 Old North State Wealth Management