We Take Care of Every Detail. You Take On Every Dream.

One team. One plan. One transparent fee.
One retirement you’ve always envisioned.

We Take Care of Every Detail You Take On Every Dream.

One team. One plan. One transparent fee.
One retirement you’ve always envisioned.

Tablet
homepage-sub-bg
home-subhead-mobile

Lose the Guesswork.
Gain Confidence.

At Peace of Mind Wealth Management, we help you turn overwhelming financial concerns into a seamless plan for your future.

By addressing every essential planning area — investments, income, taxes, estate planning and health care — our financial advisors provide a fully integrated approach for residents of Raleigh and North Carolina, eliminating the need for multiple financial professionals. This means real clarity, more control and a confident retirement. Unlike traditional financial advisors who stop at investments, we ensure that no part of your financial life is overlooked.

Our “one team, one plan, one fee” system is designed with one person in mind — YOU!

Find Your Clear Pathway To
Financial Freedom

Find Your Clear
Pathway To
Financial Freedom

Experience retirement planning that simplifies every aspect of your financial future. Our trademarked Peace of Mind Pathway™ is a step-by-step process created to help make your retirement everything you envisioned.

step-1-worded

Peace of Mind
RoadmapTM

Customize every detail.

process-connector-left-angled
process-connector-straight
step-2-worded

Peace of Mind
ImplementationTM

Coordinate every strategy.

process-connector-right-angled
process-connector-straight
step-3-worded

Peace of Mind
NurtureTM

Calibrate as needed.

mockup-book

Secure Your Retirement

Imagine having total confidence in your financial future and never having to think again about where money is going to come from to fund your dreams.

“Secure Your Retirement: Achieving Peace of Mind for Your Financial Future” was written to help you understand:

  • The difference between passive and active investment strategies
  • What it means to have a written income plan
  • The importance of risk tolerance
  • How to select a retirement planning advisor who matches your personal goals
  • Much more!

Our Team's Priority
Is Your Team's
Peace of Mind

Our experienced professionals understand the complexities of retirement planning. From addressing tax and health care concerns to helping make sure your estate is prepared and protected, we’re here to guide and support you and your family every step of the way.

homepage-about
home-about-mobile

Our Financial Advisors
Are Here To Help

Our Financial
Advisors Are
Here To Help

Testimonials are unpaid by current clients of POM Investment Strategies.
Testimonials may not be representative of the experience of other clients.