Are You Set up to Win in Retirement?
We offer comprehensive retirement, business and tax planning services to help preserve your hard-earned savings, the Raleigh Wealth W.A.Y.
Financial services in Cary and the greater N.C. Triangle
Numbers That Speak for Themselves
We’re built for people who want a personalized experience, direct advice and a financial strategy that fits their life, not a cookie-cutter plan.
~40% Saved on taxes for business owners
~$200k In potential tax savings per $1 million of income
~$500k Roth Conversions for ~12-17% effective tax rate
The company that gives back:
Raleigh Wealth Solutions is all-in on making our community a better place to live, work, partner, and play. With that mission in mind, we are proud to support a variety of organizations through volunteer initiatives, highlighting their work on our radio program, and recognizing their impact at our annual Evening of Champions Gala.
$1 Million +
Donated to local charities since 2024
Blue-Collar Work Ethic in a White-Collar World
Serving Raleigh-area pre-retirees, retirees, families, and business owners for over 30 years
Retirees and
Pre-Retirees
You worked for your money. Now you need your money to work for you, not just sitting in a patchwork of disconnected accounts.
Business Owners
You know what it’s like to be the first one in and the last one out. We help business owners across the Triangle with tax planning, retirement strategy and exit planning so they can preserve what they have earned and put their wealth to work.
Retirees and Pre-Retirees
You want to care for the people you love and stay prepared for what comes next. We help families with a higher net worth create a plan that keeps you, your loved ones, and causes you care about at the center of attention.
Do-It-Yourself Investors
You’ve done a lot of the work yourself, growing your wealth and planning for the future. Your W.A.Y. Forward is our method to help you check your work and bring all the pieces of your financial strategy together.
Comprehensive planning in the Triangle
Your W.A.Y. Forward
We help high net worth families and business owners cut through the tax inefficiencies of traditional planning with tax-first wealth management built around protecting what you’ve built and keeping more of it.
Where Are You Now?
Every great plan starts with understanding.
Align Your Strategy
See how your financial, tax, and legacy goals come together in a coordinated plan.
Your Wealth in Action
Put your plan into motion and start building toward the future you envision.
Retirement radio shows in North Carolina
Learn the X’s and O’s of Retirement
Many North Carolinians know our founder, Brian Raleigh, through his radio show, “Raleigh’s Wealth and Retirement Coach,” where he shares his knowledge of retirement income, tax planning, market realities, and the decisions that matter most as you move toward retirement.
Rounding Third and Heading for Home
Your complimentary book brings your planning philosophy to life with straightforward insight for people nearing retirement. It’s built for those who want to finish strong, avoid costly mistakes and slide safely into retirement with a clear plan. You’ll discover:
How to transition your strategy from accumulation to preservation so you can protect your hard-earned savings.
The difference between looking backward at tax prep and looking forward with proactive tax planning to help you avoid costly IRS surprises.
The importance of replacing a patchwork of disconnected accounts with a single, coordinated game plan that turns your assets into a retirement paycheck.