Charting Your Journey to Personal and Financial Success.
We focus on what's truly important to you, through precise planning, clear and honest communication, and effective budget management. This approach is designed to align your personal and financial goals, turning your aspirations into reality.
Achieve what is most important to you.
Our Approach
At St. George Wealth Management, we're dedicated to helping you achieve what matters most to you through a focused, long-term strategy. Our approach involves crafting personalized plans that outline clear, actionable steps, coupled with continuous support to steer you through life’s surprises. By ensuring our guidance resonates with your values and aspirations, we empower you to confidently take charge of your financial future and turn your dreams into reality.
We offer advice and solutions that are tailored to the unique needs of each client.
Our Services
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Evaluate your current investment allocation, identify what is working and what isn’t, build a risk-appropriate portfolio based on a clear and consistent strategy, and reevaluate your portfolio regularly.
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Help calculate the income you need to enjoy your post-career lives, discuss Social Security claiming strategies, and explore distribution options on your accounts.
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Determine the best saving and investment solutions to support your children or grandchildren’s education, share resources and tools that help clarify the cost of higher education, and discuss ways to maximize financial aid programs.
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Identify your spending and saving priorities, help you create an emergency fund, and develop plans for funding a large purchase, e.g., house, car, wedding.
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Discuss titling and beneficiary designations on your accounts, and provide an overview of how you can leave a legacy for your family, friends or favorite charity.
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Analyze your existing employer retirement plans, e.g., 401(k), 403(b) etc, discuss appropriate matching and/or contribution amounts, and review your investment options.
Our mission to maintain the highest standards of integrity and professionalism in every client relationship while providing access to high quality research, tools, and solutions is what sets us apart.
Everyone is different and that’s beautiful.
Who We Help
Entrepreneurs and Business Visionaries
How I Help
As your dedicated financial advisor, I enhance your financial health by managing cash flow, investments, and taxes, and ensure risks are minimized with tailored insurance solutions. I craft comprehensive strategies for your long-term security, allowing you to focus on running your business while treating it as a crucial part of your overall financial portfolio. My approach prioritizes long-term vision over short-term market fluctuations, aligning closely with your entrepreneurial goals.
Ambitious Individuals and Families
How I Help
I'm committed to helping you navigate financial milestones like purchasing your dream home or managing student loans with insightful and proactive planning. I focus on building a resilient financial foundation for ambitious individuals and families, aiming to fulfill personal aspirations such as securing homes, enjoying vacations, and ensuring educational opportunities. Our tailored approach supports your ambitions at every stage, ensuring a fulfilling and well-prepared life.
Embrace a Vibrant Retirement
How I Help
As you approach retirement, I'm focused on transitioning your savings into a sustainable income plan that protects against market volatility and enables you to pursue your passions, from traveling to hobbies. We'll also enhance your financial efficiency for tax benefits, ensuring your retirement is both financially secure and richly enjoyable.
Find a time that works best for you.
Don't hesitate to contact us and schedule a meeting at your convenience. Whether it's for a quick hello or to review your portfolio, we provide complimentary consultations on all financial services and strategies. If that’s too personal, feel free to email us below.
Contact Us
Where we’re located
Serving NC and Beyond.
7781 South Little Egypt Road, Suite 109
Stanley, NC 28164
Hours
Monday–Friday
10am–6pm
Phone
(828) 481-8836