Family Wealth Management

Peoples Wealth Management Inc, located in Raleigh, NC, focuses on offering fee-only wealth management planning through their associated firm, Fortune Management LLC. The company is dedicated to providing comprehensive financial strategies tailored to meet the individual needs of their clients. With a commitment to transparency and integrity, Peoples Wealth Management Inc emphasizes a client-centric approach to financial planning. Their team is equipped to guide clients through various aspects of wealth management, ensuring informed decision-making for a secure financial future. Generated from the website

Carolina Senior Marketing is a full-service insurance Field Marketing Organization (FMO) based in Morrisville, NC, specializing in serving independent agents across the Eastern United States. With a robust portfolio that includes contracts with over 70 insurance companies, they provide a wide array of products such as Medicare Advantage, life insurance, and dental coverage, while focusing on personalized service and marketing efforts tailored to each agent's needs. Recognized for their boutique approach, Carolina Senior Marketing emphasizes exceptional value and comprehensive support, including online contracting systems, product education, and custom marketing materials. Their experienced team is dedicated to fostering long-lasting partnerships with agents by equipping them with the necessary tools to thrive in the competitive insurance landscape. Generated from the website

Kinlaw & Company, PLLC is a trusted tax and financial planning firm based in Raleigh, NC. With their team of experienced tax professionals, they provide comprehensive tax preparation and planning services, ensuring that clients maximize their deductions and credits while navigating the complexities of today's tax laws. In addition to their expertise in tax matters, Kinlaw & Company offers specialized services in financial and retirement planning, estate and trust planning, QuickBooks accounting, and business accounting. Their goal is to help individuals and businesses achieve their financial goals, maintain financial independence, and ensure a smooth succession of ownership. With their in-depth knowledge and personalized approach, Kinlaw & Company is dedicated to providing top-notch financial solutions tailored to each client's unique needs.Generated from the website