Client Service

Our clients want a single point-of-contact for direct answers to their financial needs. We serve as that resource. In a world increasingly dominated by technology, our clients value the direct connection to our team.

The level of personalized service is a reflection of the client's particular needs, objectives and constraints. We believe advice is best given with full knowledge of the client's complete financial picture. Clients rely upon us for matters ranging from the routine to the extraordinary.

Clients can access their accounts through their own secure website. There clients can see account holdings, as well as outside accounts to aggregate their whole financial picture in one location.

Best of all, clients have 24/7 access to their "Live Financial Plan", where they can set and monitor their progress toward short and long term financial goals.

Days until April 18

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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 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.

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