Raleigh Wealth Solutions’ mission is to educate individuals and their families about the financial opportunities available to them and how they can help gain or maintain financial independence. Our focus is to reach out, nurture, and maintain close relationships with all of our clients.
We know the importance of trust in a financial advisor and client relationship, and we seek to provide that confidence to our clients. No matter what direction the stock market or interest rates take, we have your best interest at heart.
Brian Raleigh has brought effective income and tax strategies to retirees and business owners for over 20 years. This comprehensive planning approach has helped clients retire earlier, and his income strategies keep clients from worrying about the ups and downs of the market. His approach and strategic relationships routinely help business owners save over 40% on taxes, keeping more of their hard-earned money in their pockets!
Brian took his first position in a Fortune 500 financial services company in 1995, where it took him three years to get into the top 1% of the company. After a successful 10-year career in corporate life, he knew that, in order to really serve his clients without product bias and corporate self-interest, he needed to start his own firm. In 2005, TruWealth Strategies was formed and later became Raleigh Wealth Solutions. His client motto is “Hope for the best, but plan for the worst.”
Brian has appeared on Fortune, CNN Money, and USA Today and in several other local publications. Here in Raleigh, he is known as “Raleigh’s Retirement Coach.” His radio show can be heard on WTKK 106.1 every Saturday and Sunday.
Born and raised in Swanton, Vermont, Brian graduated from the University of Vermont with a Bachelor of Science in education. He earned his master’s degree from Western Carolina University and obtained his LUTCF in 1999 with a focus on estate and business planning.
Outside of the office, Brian enjoys coaching his son’s hockey team and is very active in the hockey community. He also enjoys working out, biking, yoga, and canoeing. He and his wife, Jill, have four children, ages 12-23.
Financial Advisor Joe McLeod brings a wealth of knowledge and strong background to Raleigh Wealth Solutions. A Raleigh native, Joe attended North Carolina State University for his undergraduate degree then attended Campbell University, earning a master’s degree in wealth management and trust administration. He actively holds his Series 7, 65, and 63 Securities licenses and is working towards a CERTIFIED FINANCIAL PLANNER™ certification. Joe is fluent in alternative investment offerings, so feel free to contact him regarding any real estate investment trust (REIT) or business development corporation (BDC) questions.
While not at work, Joe enjoys playing soccer and golf and spending weekends at the family beach house in Pine Knoll Shores. He recently married his high school sweetheart, Natasha, and they have a loveable dog, Tilden.
Kevin joined Raleigh Capital Management in 2017. He advises clients on investment and wealth planning, retirement income planning, tax-efficient investing, estate maximization strategies and wealth transfer planning, concentrated stock management, risk management and insurance, succession planning, and mortgage management.
Kevin began investing over 30 years ago, at the age of 16. He gained formal financial training while attaining his MBA from the University of North Carolina’s Kenan-Flagler Business School, where he concentrated in finance and marketing. He also has a Bachelor of Science from Vanderbilt University. He later spent over seven years managing development and investment in commercial real estate assets. In 2012, Kevin joined Verity Asset Management as a financial advisor, working with high net worth individuals, entrepreneurs, business executives, and university faculty.
Kevin has a passion for coaching and planning for the future. He has coached his kids in soccer and basketball from the recreational leagues through middle school. He enjoys bringing this same coaching and teaching approach to his client relationships.
When Kevin gets off the “sidelines”, he enjoys playing golf, tennis, and basketball. He loves to hike North Carolina parks and is actively involved in his church. Kevin made Cary, North Carolina, home in 2000 and is thankful to continue living there with his wife of over 15 years and his three children.