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Wes & Rick Radio - Financial Advisor Raleigh NC

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Invest in Your Future With Patriot Wealth Management and AssetLock™.

For those looking for added protection, there’s now a smarter way to invest. It’s called AssetLock™, portfolio software designed to help monitor your investments daily, and it’s technology that’s helping change the industry.

Only offered through a select group of independent financial advisors, like Patriot Wealth Management, AssetLock™ helps track your investments in relation to a unique risk-tolerance level established by you and your advisor, providing added confidence to your future.


We are not your typical financial advisor! Wes White and his team of wealth management experts are committed to meeting your specific needs. Whether it is setting a clearly defined retirement planning strategy, managing your portfolio while minimizing risk or more. Patriot Wealth Management is the right choice for you. Our office is nestled in the North Hills district of Raleigh North Carolina.  Conveniently located in the heart of the triangle.

Financial Solutions


Financial Planning

We believe a sound financial plan is the foundation to investor’s success.  Our team of experienced financial advisors in Raleigh, NC works with you in clearly defining your goals, properly.


Retirement Planning

Our specialty is in meeting the needs of investors with portfolios greater than $250,000 that generally seeks consistent portfolio results for their retirement.


Portfolio Manager

We employ an active investment management process designed to maximize each client’s returns while minimizing risk.


Patriot Wealth Management brings years of experience in the financial services industry and strategic partnerships in all aspects of finance to meet our clients’ needs.


Financial Advisor Raleigh NC - Account Custodians