Welcome to Patriot Wealth
Plan Smart. Live Better.

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Patriot Wealth is
fiduciary advice. smarter planning. helping to secure your future.

We’ll be with you every step of the way as you write the next chapter of your life. Together, we will formulate a custom plan tailored to your needs and desires.

Patriot Wealth Team

Retirement Planning

Much has changed over the years. Today, retiree's face headwinds requiring a customized approach.

Income Planning

Proper income planning can help you feel confident your money will be there when you need it.

Portfolio Management

We believe that emotion-free, academically proven formulas will help investors avoid poor decision making.

Tax Planning

We can help you minimize the tax impact of your financial decisions.

No two retirements are equal. So, no two retirement plans should be either. We’ll walk you through the critical steps to craft a customized, retirement plan tailored to your goals.

The Patriot Advantage

Emotion-Free Investing

A smart investment formula provides a discipline that helps reduce the probability of a serious and irreparable damage to your hard earned savings.

Transparency

Your money is held by reputable custodians that you have access to.

Highest Standard

As a fiduciary, investment advice comes with a duty to operate with your best interests at all times. We wouldn’t have it any other way.

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Patriot Wealth

Copyright © Patriot Wealth Management. All rights reserved.

Contact

4350 Lassiter at North Hills Ave, Suite 240, Raleigh, NC 27609

919.322.4113

info@patriotwealthnc.com

Disclaimer

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Patriot Wealth and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Patriot Wealth and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

 

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