Utilizing individual Stocks, Funds, and Exchange traded Funds, we blend our unique risk managed, fee & tax efficient portfolio construction process with a client's existing holdings to produce productive financial outcomes. We are committed to Confidentiality and Clarity. For many couples the financial implications of divorce are an ongoing blend of confusion, frustration, anger, suspicion and most viscerally - fear.
We are here to guide you and earn your trust. The best time to plant a tree was 20 years ago. The second-best time is now! Drawing on our 30+ years of professional experience, we roll up our sleeves and blend your current situation with your future life desires to produce a road map to best guide you.
We are here to guide you and earn your trust. The best time to plant a tree was 20 years ago. The second-best time is now! Drawing on our 30+ years of professional experience, we roll up our sleeves and blend your current situation with your future life desires to produce a road map to best guide you.
Services
Piedmont Wealth Advisory provides comprehensive financial planning and investment management services to individuals, families and foundations. As an independent advisory firm, our non-biased and fully objective guidance is completely client focused. Relationships are not created in one meeting.
We believe true lasting professional relationships are established in the same fashion a fine wine develops its unique and excellent characteristics - subtly over time.We adhere to the belief that professional relationships gradually become deeply personal relationships when they are carefully built on continued authentic displays of trust, confidentiality, integrity and service.
We believe true lasting professional relationships are established in the same fashion a fine wine develops its unique and excellent characteristics - subtly over time.We adhere to the belief that professional relationships gradually become deeply personal relationships when they are carefully built on continued authentic displays of trust, confidentiality, integrity and service.
As you look to the future, there are a lot of unknowns, and the key to successful planning is making sure that the plan is flexible enough to withstand the unexpected. We can evaluate your personal plan for its sensitivity to changes in many of the different risks that can impact your chances of achieving your goals.
Piedmont Wealth Advisory (PWA) utilizes an exceptionally transparent and unique annual "Flat Fee Pricing Model". This represents a break from the industry-standard "Fee only" or "Percentage of Assets Under Management (AUM)" approach. Our unique pricing approach provides clients with complete pricing clarity and the utmost confidence their financial interests are always being placed first!
We inspire and earn our clients Trust - 1 sincere conversation, 1 thoughtful recommendation, 1 in-depth meeting at at time! Doug brings over 25 years of financial services experience focused on helping multi-generational families, business owners and foundations manage their financial affairs. Having experienced and survived several volatile markets, Risk Mitigation plays a vital role in Doug's approach.
Piedmont Wealth Advisory works with a wide range of clients, each with a personalized view about risk, return expectations, and short and long term desired investment outcomes. Much like tasting wines, every investor "palate" is unique and personally biased. Our approach is to first understand what specific characteristics a potential client is seeking - then focus our professional experiences and energies on delivering that outcome.
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