Emerging Wealth

Where it’s never too early to plan for wealth and get investment advice.

Balancing careers, paying off student debt, saving for your kids’ college and affording that forever home are just a few of the challenges you face when accumulating wealth. This service is for clients whose portfolios are in the growth phase and need financial planning and investment advice.

With Parsec’s emerging wealth service you receive financial planning and your investments are managed as needed, including investment advice on other investment accounts like workplace retirement accounts and 529 college savings accounts.

Topics that matter to you:

Learn investing and saving basics via our sponsored website “Young and not Broke.”

Latest Thought Leadership:

Whitepaper: Eight Saving and Investment Principles for Young Investors

Whitepaper: Finding the Right Financial Advisor

Speak with one of our financial advisors today:

Charles Thompson, CFP®, CTFA, CEBS, RPA, CRPC®, Sr. Financial Advisor
(Asheville, NC)

Ashley Gragtmans,
CFP®, BFATM,
Financial Advisor

(Asheville, NC)

Chad E. Foster, CFP®, CDFATM, ChFEBCSM
Financial Advisor
(Asheville, NC)

Aaron Combs,
CFP®, Financial Advisor

(Charlotte, NC)

Scott Kittrell, CFP®, FPQPTM
Financial Advisor
(Southern Pines, NC)

Judson Meinhart, CFP®, BFATM, Financial Advisor, Manager of Financial Planning (Winston-Salem, NC)