Broker Check

2500 Regency Parkway Cary, NC 27518

919-948-4452

WealthShield Partners, LLC
firm LOCATIONS

Headquartered in Cary, North Carolina, WealthShield Partners' reach expands across the country. Our firm works with a diverse group of investment advisors to help establish and operate their own independent practices. We do not believe in a 'one-size-fits-all' approach. Instead, our comprehensive service offering is customized based on the unique needs of each advisor we support while keeping the advisor in the drives seat to make all business decisions.

WE ARE CONSTANTLY SEEKING NEW OPPORTUNITIES TO PARTNER WITH ADVISORY FIRMS THAT SHARE OUR COMMITMENT TO PROVIDING INDEPENDENT ADVICE AND BESPOKE INVESTMENT SOLUTIONS TO INVESTORS.

ADVISOR SUPPORT SERVICES


CARY, NORTH CAROLINA

With a unique approach around investor psychology, combined with a tailored strategy, risk management, and disciplined, rules-based investment process, our WealthShield Partners headquarters brings clients a customized approach designed to pinpoint investments that grow in accordance with clients' needs.

Our office, located in Cary, North Carolina, offers financial planning, intelligent investment advice, and sound tax management that enables the team to provide dependable, targeted solutions. While utilizing our strategic relationships with attorneys, CPAs, and other industry specialists, clients can be assured that the full scope of their financial plan will be addressed.

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RALEIGH, NORTH CAROLINA

Located in the heart of the Research Triangle, Madison Oaks Wealth Partners draws on decades of experience in the financial services industry, delivering targeted investment solutions and comprehensive planning support to the clients they serve. With over 45 years of combined experience at leading brokerage firms, this team of three advisors understands the pressurized demands of the financial world and the need to pivot to market changes and the ever-evolving needs of their investors. With experience supporting some of the most sophisticated global investors, this team continues to deliver private investing strategies with institutional-grade expertise to the clients they serve.

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PORTLAND, MAINE

Located in the heart of downtown Portland, Harborview Advisors is a full-service wealth management firm supporting families, businesses, and institutions across the globe. With a team comprised of six advisors, this firm offers diverse investment expertise with evident dedication to client service, customized portfolio construction, and quality planning solutions.

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New YORK, NeW YORK

With offices in New York and New Jersey, Orbis Wealth is comprised of six advisors that extend across the entire tri-state area. Backed by a combined 150+ years of serving families across multiple generations, Orbis Wealth is uniquely equipped to provide extensive guidance in portfolio construction, tax management, and risk mitigation to offer clients holistic solutions that address the full scope of their financial needs.

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PINEHURST, NORTH CAROLINA

Located in Moore County, North Carolina, Golden Pine Advisory brings top-notch service to the forefront of every client interaction. Golden Pine Advisory was founded to transform the financial planning process into a more thoughtful, simpler, and more efficient system. This firm's custom-tailored approach to financial plans and fee-only advice allows clients to customize their strategies at a more affordable cost.

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GREENVILLE, SOUTH CAROLINA

With over 25 years of experience providing financial planning, strategic investment advice, and comprehensive tax management solutions, our Greenville location offers hands-on experience and a client-first mentality. WealthShield Partner's dynamic asset allocation combines two distinct principles: value-based allocation and trend following. This rules-based approach allows Michael to build behaviorally compatible portfolios that drive wealth. Each portfolio is custom designed to a client's objectives, timelines, and financial constraints. Michael also uses a fee-based structure to focus directly on the client relationship and provide unbiased strategic advice.

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INTERESTED IN WORKING WITH WEALTHSHIELD PARTNERS?

We welcome the opportunity to speak with prospective advisors to identify a partnership model suitable to their business needs. Contact our team today to discuss our technology stack, service offering, and transition model built to support advisory firms of all types and sizes.


Contact the WealthShield partners Team