Whichard Roach & Associates

Financial ServicesNorth Carolina, United States0-1 Employees

Whichard Roach has a unique approach to planning as we specialize in not only building wealth, but also in preserving it during economic down turns and personal transitions. With a safe and conservative approach to wealth management, Whichard Roach is the perfect fit for individuals and institutions who share our belief that asset-preservation is foundational to success. We are uniquely positioned to assist High Net Worth individuals, small business owners, those who are newly- or near-retired, divorcees, the suddenly affluent, and independent seniors (whether widowed, caregivers, or single). Our sustainable income solutions and sophisticated wealth transfer strategies provide superior results for those who desire guarantees without giving up exposure to upside potential. We work closely with our clients' advisory teams to implement tax-advantaged solutions for reliable income and strong estate portfolios. Our dedicated and attentive staff provide concierge-level support for efficient and personalized service. We understand the needs of today's multi-generational client who requires integrated, focused, multi-channel communication from their trusted advisors. We have served over 500 client families across 20 states for over 40 years. According to our clients, it is our integrity, attention, and special expertise in safe money alternatives that drives their loyalty. We offer both comprehensive financial advice services - considering the clients needs for retirement, estate planning, insurance (life, disability, long term care), income, and business continuation - and focused planning to address a single aspect of their finances. We are independent brokers, and as such are free to design solutions that fit each client perfectly, espousing a personal boutique approach to wealth management.

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