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Peace Of Mind Wealth Management
Holistic financial planning for a confident retirement and beyond.
5
Business
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Holistic financial planning for a confident retirement and beyond.
Peace Of Mind Wealth Management provides comprehensive financial advisory services tailored for individuals and couples planning for retirement or already retired. Based in Raleigh, NC, the firm offers a holistic approach covering investments, Medicare, Social Security, estate planning, tax strategy, and legacy planning. With a team of knowledgeable professionals, they prioritize clear communication, regular check-ins, and personalized strategies to help clients navigate financial transitions with confidence and ease.
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Personalized strategies for transitioning into retirement, including income planning and risk management.
Professional portfolio management to protect and grow assets, with regular check-ins and adjustments.
Expert guidance on selecting the best Medicare coverage options during open enrollment periods.
Comprehensive tax planning and preparation services to optimize returns and minimize liabilities.
Support in creating estate plans to secure your legacy and manage assets effectively.
Advice on maximizing Social Security benefits based on your individual financial situation.
Overall rating
Elmira Kachan
What a wonderful team of knowledgeable professionals! My husband and I joined Peace of Mind last year, and we are so happy we did. We received excellent advice on retirement planning and Medicare enrollment. We’ve worked with several advisors, and everyone has been incredibly responsive—answering our questions promptly and explaining every step in detail. Even though we live in New Jersey, we can easily arrange Zoom meetings, phone calls, or simply connect by email. It’s such a relief to know we have their support whenever we need it.
Karen Martin
Everyone at POM is very professional, they work hard to make sure everything they do meets our interests.
Lynn Keefer
We have been very pleased with Peace of Mind. Our journey with them started two years ago, and I'm so glad we chose them for our investment firm! They have knowledge and experience and great communication, checking in regularly and ensuring that we understand our portfolio and our needs. They have given advice on tax strategies and Social Security, and we have used their accountant for our tax returns. I appreciate the quarterly dinners and topics that are discussed. I highly recommend Peace of Mind!
Tracy Newbold
Peace of Mind (POM) lives up to its name. My husband and I had assets and 401k accounts scattered across previous jobs over the years. I worried about what would happen to our family if something happened to one of us. We now have everything in one place and POM’s expert team advising us on how to optimize resources to navigate upcoming college expenses and retirement. What a relief - thank you!
Vid Desai
The only wealth management company that I have found that has taxation experts, Medicare experts and financial advisors that all work as a unified team to manage your investments, plan for retirement as well as ensure you navigate the complex taxation landscape skillfully. Excellent customer service and they take time to know you personally. Could not be happier with them.
Stephan LeMoine
Highly recommend!
