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2500 Regency Parkway, Cary, NC 27518

919-948-4452

FINANCIAL ADVISOR & CERTIFIED FINANCIAL PLANNER™
VICTORIA HANDLEY ARAJ, CFP®

Personalized Planning SOLUTIONS, tailored for you

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COMPREHENSIVE FINANCIAL PLANNING

WORK WITH VICTORIA HANDLEY ARAJ, CFP®

WEALTHSHIELD PARTNERS, LLC® also offers full-service financial planning, including goal setting, cash flow analysis, retirement planning, education planning, tax planning, and insurance analysis.

Victoria is a CERTIFIED FINANCIAL PLANNER™ professional who holds an Executive Certificate in Financial Planning from Duke University.

Considering your goals, risk tolerance, and long-term objectives, the WealthShield Partners, LLC® approach aims to be comprehensive and life-changing. Victoria will guide you through the planning steps for your future while also being able to enjoy life now.

CONTACT VICTORIA
WE UNDERSTAND THE IMPORTANCE OF HAVING A STRONG FINANCIAL PLAN AND ARE COMMITTED TO HELPING YOU REACH YOUR GOALS. WHETHER YOU ARE JUST STARTING OUT OR HAVE BEEN MANAGING YOUR FINANCES FOR YEARS, WE CAN HELP YOU CREATE A PLAN THAT MEETS YOUR NEEDS.

WE UNDERSTAND THE IMPORTANCE OF HAVING A STRONG FINANCIAL PLAN AND ARE COMMITTED TO HELPING YOU REACH YOUR GOALS. WHETHER YOU ARE JUST STARTING OUT OR HAVE BEEN MANAGING YOUR FINANCES FOR YEARS, WE CAN HELP YOU CREATE A PLAN THAT MEETS YOUR NEEDS.

Our customized service offering for each client uniquely addresses financial needs, using a comprehensive planning approach that features step-by-step guidelines and checkpoints throughout each service to ensure every detail is accounted for.

Our Services

We believe our knowledge, experience, and passion for our client's well-being enables us to provide dependable, targeted solutions to our investors. We utilize our strategic relationships with attorneys, CPAs, and other industry specialists to ensure we are able to address the full scope of your financial needs:

ASSET MANAGEMENT

ASSET MANAGEMENT

We provide ongoing support to your portfolios as market changes occur to ensure that the asset classes selected are in continual alignment with your objectives.

RETIREMENT PLANNING

RETIREMENT PLANNING

We help you develop a reasonable retirement plan that accounts for fixed expenses, liquidity needs, and the timeline by which you are looking to achieve financial independence.

PORTFOLIO CONSTRUCTION

PORTFOLIO CONSTRUCTION

We create customized, disciplined portfolios that align with your risk tolerance, values, and financial objectives.

comprehensive TRUST SERVICES

comprehensive TRUST SERVICES

We consult with you on any revocable and/or irrevocable trusts that may factor into your allocation strategies and estate plans.

TAX & ESTATE PLANNING

TAX & ESTATE PLANNING

We work with you to develop tax-efficient portfolios that align with your estate plan so that you can sleep soundly knowing your beneficiaries have plans in place.

FINANCIAL PLANNING

FINANCIAL PLANNING

We work with you to develop tax-efficient portfolios that align with your estate plan so that you can sleep soundly knowing your beneficiaries have plans in place.