About Us
Regional Wealth Management Firm
Comprehensive financial planning in NC & VA
Destination Wealth Advisors was founded to provide a truly integrated approach to wealth management for families and business owners across North Carolina and Virginia. Our advisors bring experience from both large national firms and the independent space, blending multiple perspectives to create personalized strategies. With offices in Huntersville, Mooresville, Raleigh, and Roanoke, we combine financial planning, investment management, tax coordination, estate planning, and insurance strategies into a single, cohesive process designed to help clients move confidently toward their goals.
Our Mission – Guiding Your Financial Journey
Client-centered planning with a collaborative approach
Our mission is to guide clients on a journey toward financial success through thoughtful planning, clear communication, and a commitment to partnership. We believe in aligning every recommendation with your values and long-term objectives while creating a planning experience that emphasizes collaboration and trust.
Our Process – A Structured Approach to Planning
Thorough guidance for every stage of life
Onboarding – Setting Sail
The process begins with a detailed conversation to understand your goals, priorities, and current financial picture. We gather information about your assets, income, family needs, and future aspirations to form the foundation of your plan. This stage establishes clear objectives and ensures that every recommendation aligns with your personal definition of success.
Voyage Planning – Mapping Your Course
Once we know where you want to go, we create a plan that integrates all aspects of your finances. This includes aligning investment strategies with your timeline, coordinating tax and estate considerations, and addressing insurance and cash flow needs. Every element is designed to work together as part of a single, comprehensive roadmap.
Navigating – Implementing Your Plan
With the strategy defined, we put the plan into action. This may involve coordinating account changes, working with your CPA or attorney, and adjusting existing structures to match your goals. We make the implementation process as seamless as possible so you can focus on your next steps without being overwhelmed by details.
Compass Check – Ongoing Reviews
Life changes, and your plan should change with it. We meet with you regularly to review progress, evaluate performance, and make adjustments when necessary. These scheduled reviews ensure your plan stays relevant as new opportunities and challenges arise.
Arrival – Reaching Your Destination
The goal is to help you achieve lasting financial stability and confidence. By following a structured process, we guide you through each phase so you can move toward your long-term objectives with clarity and peace of mind.
Personalized Strategies for Complex Situations
Planning support for business owners and families
Business Owners and Leaders
Business owners face unique challenges when balancing company and personal finances. We act as a central point of coordination, helping you align retirement plans, tax strategies, and estate considerations with the long-term health of your business. We also work alongside your CPA, attorneys, and other professionals to ensure that every part of your financial picture is moving in the same direction. Whether you are planning for growth, succession, or a future sale, our approach helps you create continuity between your business and personal goals.
Individuals with Complex Financial Needs
When finances involve multiple moving parts—such as business interests, significant investments, or multi-generational planning—it’s essential to have a coordinated approach. Our model connects each area of planning so that investments, taxes, estate strategies, and insurance decisions complement one another. By focusing on integration rather than isolated recommendations, we help ensure every piece of your plan supports your broader financial objectives.
