We enable people to thrive by helping them attain and maintain meaningful financial security. Financial security is more than successfully managing day-to-day finances - it impacts the long-term emotional, physical and mental well-being of people and their loved ones. Everyone deserves the ease-of-mind and independence that comes from attaining and maintaining financial security, which is meaningful and personal to each person.
Only upon attaining this level of financial freedom can people truly thrive. It is estimated that 70% of wealthy families lose their wealth by the second generation and a staggering 90% lose it by the third. What are you doing to protect your wealth? As our country struggled with the numerous unsettling events of this past year, we spent time reflecting on what role we could play to improve the lives of those around us.
Only upon attaining this level of financial freedom can people truly thrive. It is estimated that 70% of wealthy families lose their wealth by the second generation and a staggering 90% lose it by the third. What are you doing to protect your wealth? As our country struggled with the numerous unsettling events of this past year, we spent time reflecting on what role we could play to improve the lives of those around us.
Services
Parsec provides investment management, financial planning, tax planning, trust services and business retirement services to more than 1,890 families and businesses in six offices across North Carolina. We enable people to thrive by helping them attain and maintain meaningful financial security.
To do this we work with clients to create financial goals, create an investment strategy in accordance with those goals and maintain this focus through long-term investment management.When we see a client accomplish their goals, we take pride in the role we played in helping them get there. To work effectively with our clients, we must be authentic to form a relationship that fosters open communication and genuine concern.
To do this we work with clients to create financial goals, create an investment strategy in accordance with those goals and maintain this focus through long-term investment management.When we see a client accomplish their goals, we take pride in the role we played in helping them get there. To work effectively with our clients, we must be authentic to form a relationship that fosters open communication and genuine concern.
Founded in 1980 by Bart Boyer in Asheville, North Carolina, Bart always had a belief that fee-only investment advice was the right model for the firm. Delivering unbiased advice allows our interests to be in-line with our clients' interests. Bart Boyer founded Parsec Financial, working out of the lower level of his Asheville home on Sunset Mountain.
We work closely with clients to create their plan, guide them through important financial decisions and deliver high-quality service without ever forgetting the focus of our relationship: our clients' financial future. Wealth management clients for whom we manage more than $4 million are part of our augmented offering called premier wealth.
Parsec is a family-and-employee-owned company. 80% of current eligible employees are shareholders, thus we truly care about the financial well-being of our clients and our company's success! We enable people to thrive by helping them attain and maintain meaningful financial security. Please sign up to join our mailing list and receive our latest news, thought leadership content and invitations to upcoming webinars.
2020 reminded us all that life ultimately charts its own course with unexpected ups and downs. It also taught us that maintaining control with sound financial planning enables life's bumps to be less turbulent. Attaining financial security isn't just about successfully managing day-to-day finances - it impacts the long-term emotional, physical and mental well-being of you and your loved ones.
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Herb Auger
Jun 20, 2018
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