Whichard Roach & Associates

Description

• Whichard Roach has a unique approach to planning as we specialize in not only building wealth, but also in preserving it. We provide a fiduciary level of service and our practice rests firmly on the tenets of transparency and technology. We work alongside our clients, helping them to align their wealth with their values through holistic analysis, recommendations, implementation, and maintenance. We are uniquely positioned to assist High Net Worth individuals, small business owners, those who are newly- or near-retired, divorcees, the suddenly affluent, and independent seniors (whether widowed, caregivers, or single). Sustainable income solutions, sufficient insurance, and sophisticated wealth transfer strategies are the hallmarks of a financial plan that meets the needs of these unique situations. We understand the needs of today's multi-generational client who requires integrated, focused, multi-channel communication from their trusted advisors. That's why we work closely with our clients' advisory teams to implement tax-advantaged solutions for reliable income and strong estate portfolios. Our dedicated and attentive staff provide concierge-level support for efficient and personalized service. We have served over 500 client families for over 40 years across 20 states. We offer both comprehensive financial planning services as well as focused planning to address a single aspect of their finances. Our clients work with us for analysis and strategic advice as they plan for retirement, income, leaving a legacy, insurance (life, disability, long term care) and business continuation.
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  Headquarters:2721 Horse Pen Creek Road Suite 103, Greensboro, North Carolina, United States

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  Phone Number: +1 336-272-0181

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  Website: https://www.whichardroach.com

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  Employees:5

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  Revenue:$0 - 1M

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  Legal Name:Whichard Roach & Associates

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• |  NAICS Code: 524210  |

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