As an independent fiduciary, Counterweight Private Wealth is a boutique fee-only, wealth management firm.  We provide a high-end financial planning and wealth advisory experience to likeminded individuals and families.  

Our clients come from all walks of life, whose common thread is their shared passion to use their wealth to positively impact their families, their relationships, and their communities. Many are entrepreneurs and executives, medical and dental professionals, widows, retirees, and business owners. 

We seek to work with those who value a collaborative, independent team to partner with them through significant milestones and financial transitions.
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Investment advisory services are offered through Counterweight Private Wealth, a registered investment adviser with its principal place of business in Raleigh, NC and Wilmington, NC. The publication of Counterweight Private Wealth’s website on the internet should not be construed by any consumer or prospective client as Counterweight Private Wealth’s solicitation or attempt to render transactions in securities, or the rending of personalized investment advice over the internet. The information on this internet site should not be construed as personalized individual advice. A copy of our current written disclosure statement as set forth on Form ADV discussing our business operations, services, and fees is available upon written request. We do not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. THIS PAGE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED.

Counterweight Private Wealth

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