Wealth Management in Wilmington, NC

We are a fiduciary wealth management firm serving clients in Wilmington, Wrightsville Beach, Leland, and Southport, NC. We are committed to acting in our clients’ best interests.

For clients throughout southeastern North Carolina, including Hampstead, Topsail Beach, Swansboro, Emerald Isle, Morehead City, Beaufort, New Bern, and Oriental, we offer the convenience of virtual meetings. Those who prefer to meet in person are welcome to visit our office at Landfall Executive Suites in Wilmington.

Our team works with a broad range of clients, including entrepreneurs, business owners, engineers, software developers, executives, and retirees. We help clients simplify the management of their wealth and make more informed decisions about their financial future.

We view wealth management through a holistic lens, coordinating investments, tax planning, estate planning, retirement, and other areas of your financial life. Depending on your needs, this may also include real estate, business succession, or stock options and other equity compensation.

If you are looking for a private wealth advisor who can help bring these areas together, please schedule a meeting to speak with an advisor.

Wilmington Wealth Management: A family office approach

If you live in Wilmington, NC,  let our family office approach cater to your wealth management concerns. We can help bring simplicity when it comes to dealing with multiple professionals and subsets of wealth management.

• Employ tax-loss harvesting, tax-aware direct indexing tailored to your existing holdings and tax circumstances, separately managed accounts (SMAs), and thoughtful asset location to create a coordinated portfolio rather than a collection of isolated investments
• Bring structure and discipline to your portfolio in a way that reflects your objectives and risk tolerance, including the management of concentrated employer stock positions
• Coordinate RSUs, ISOs, NSOs, and ESPP shares—from vesting or exercise through diversification and eventual sale—with your broader investment and tax strategy
• Collaborate with your CPA and estate planning attorney so your tax, investment, estate, and legacy strategies remain aligned
• Design a retirement income strategy intended to support the lifestyle—and legacy—you envision
• Structure philanthropic giving—including the thoughtful use of donor-advised funds—to reflect your values while considering tax efficiency
• Navigate complex employee benefits, including deferred compensation, retirement plan elections, and other workplace benefits

Fiduciary investment advisory services in Wilmington, Wrightsville Beach, Leland, and Southport, NC

We offer fiduciary wealth management to individuals and families in Wilmington, Wrightsville Beach, Leland, and Southport, and throughout southeastern North Carolina. We meet with clients virtually or, when schedules allow, in person, either at our office at Landfall Executive Suites or at their home or office.

Our investment advisory services are designed to pursue long-term growth while managing risk in accordance with each client's objectives, circumstances, and risk tolerance.

 Not all financial advisors assume fiduciary duties or the standards of care and loyalty associated with acting as a fiduciary. In the field of wealth management, a person or business that assumes a fiduciary duty is obligated to put their clients' interests first at all times. 

As an independent, boutique wealth management firm , we feel we can serve you best by placing your interests above our own. 

Tax-Conscious planning

We help clients identify opportunities to manage their tax liability and prepare for significant future tax events. For real estate owners, this may include planning for property sales, rental income, and potential 1031 exchanges. For executives and technology professionals, it may include coordinating RSU vesting, stock option exercises, concentrated employer stock, and liquidity events with their broader investment and tax strategy.

Our approach considers investment and real estate decisions through a tax-conscious lens, including the timing of income, capital gains, portfolio changes, and other significant financial events.

Retirement planning

Our retirement planning services focus on creating a strategy to ensure a financially secure retirement by setting goals, estimating future expenses, and implementing strategies to accumulate and manage the necessary funds.

The Accredited Investment Fiduciary® (AIF®) designation reflects specialized knowledge and competency in the area of fiduciary responsibility. AIF® designees follow prudent investment and governance practices grounded in a Global Fiduciary Standard of Excellence.

At Inspire, these principles guide every facet of our work. From building custom portfolios and coordinating sophisticated tax planning to understanding the people and priorities behind the numbers, we place your interests first in every decision we make.

Business succession planning

What would a successful next chapter look like for you, your family, and the business you’ve built?

Whether you envision passing the business to family, transitioning ownership to key employees, or preparing for a future sale, the conversation begins with your priorities.

At Inspire, we help you explore how succession fits into your broader financial life. Working alongside your CPA, attorney, and other appropriate specialists, these conversations may include:

• Your goals and vision: Clarifying your desired timeline, future role, and priorities for your next chapter.
• Personal financial independence: Evaluating how investments, retirement income, and potential sale proceeds could support your lifestyle.
• Business ownership and structure: Reviewing how ownership arrangements intersect with tax considerations and estate planning.
• Leadership continuity and successor preparation: Exploring who might take the reins and what experience or support they may need.
• Business readiness: Considering how financial strength, long-term strategy, and reliance on you may influence transition options.
• Family priorities and communication: Understanding differing expectations and encouraging clear discussions about future roles, ownership, and responsibilities.

Real estate planning

Inspire’s real estate planning services involve strategic decision-making and coordination of real estate assets to achieve various goals, including wealth preservation, tax efficiency, and estate planning. Two key concepts in our real estate planning are Delaware Statutory Trusts (DSTs) and 1031 exchanges. 

Our role is to assist clients in understanding the benefits, risks, and potential tax implications of DSTs, and to develop a personalized plan that aligns with their investment objectives and financial goals.

Key Features of our DST & 1031 Exchange Services

• Client Education and Analysis
• Replacement Property Identification
  
• Transaction Coordination
  
• Integration with Your Financial Plan

Call today to see if Inspire is right for you