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:

  • Student loan repayment strategies
  • Guidance in areas of estate and insurance planning
  • Budgeting, cash flow planning, and retirement savings strategies
  • Education funding and planning
  • Consultation on employee stock programs, selling a business or refinancing your home

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)

Schedule Time with Charles

Ashley Gragtmans,
CFP®, BFATM,
Financial Advisor
(Asheville, NC)

Schedule Time with Ashley

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

Schedule Time with Chad

Aaron Combs,
CFP®, Financial Advisor
(Charlotte, NC)

Schedule Time with Aaron

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

Schedule Time with Scott

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

Schedule Time with Judd