For over 20 years, we have developed and refined a process that effectively manages risk with expectations to allow our clients to have added peace of mind knowing they will not outlive their income in retirement and that their strategies are being executed tax-efficiently.
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. His comprehensive approach to planning has helped clients to retire earlier, and his income strategies have helped to keep clients from worrying about the ups and downs of the market. His knowledge and strategic relationships have assisted some business owners in saving 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 truly 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 motto is “Hope for the best, but plan for the worst.”
Brian has appeared in Fortune, CNN Money, USA Today, and several 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 degree 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 12-24.
Joe McLeod brings a wealth of knowledge and a strong background to Raleigh Wealth Solutions. A Raleigh native, Joe attended North Carolina State University for his undergraduate degree and then attended Campbell University, earning a master’s degree in wealth management and trust administration. He became a part of the Raleigh Wealth Solutions team in January 2014 and has developed superb relationships with our select families. He actively holds his Series 7 and 63 securities licenses, is a registered representative of Intervest International Equities Corporation, and is fluent in alternative investment offerings. He also holds his Series 65. His comprehensive wealth management approach and inventive strategies are an asset to the firm and the people we serve.
While not at work, Joe enjoys playing soccer and golf and spending weekends at his family beach house in Pine Knoll Shores. He is married to his high school sweetheart, Natasha, and they recently celebrated the first birthday of their son, Reading. They also have a lovable dog named Tilden.
Jim Groves has enjoyed a long and productive career helping people achieve their financial aspirations and goals. He entered the financial services profession in 1992 in northern New York and rose through the ranks as an account representative, investment advisor representative, and fee-based financial planner. For many years, he was a partner in the Connell-Groves Financial Planning Group.
Desiring to live closer to his adult children and five perfect grandchildren, Jim and his wife, Nancy, relocated to North Carolina in 2014.
Jim holds his Series 66 securities licenses, North Carolina Life and Health license, Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations, as well as a Bachelor of Science degree from United Wesleyan College.
Outside of the office, Jim enjoys time with family, reading, playing guitar, and the outdoors.
Mikayla joined Raleigh Wealth Solutions after graduating with a Master of Science degree from Oklahoma State University. Even though she wore orange for two years, her heart will always bleed red. She was a Park Scholar at North Carolina State University, where she obtained an undergraduate degree in human biology. As a national and world champion cheerleader for both universities and for the U.S. National Team, Mikayla decided that the science realm wasn’t quite competitive enough to fuel her fire. Thus, she launched herself into the financial industry. She currently holds a Series 65 Securities license as well as North Carolina licenses in Life and Accident & Health or Sickness Insurance. She is actively studying to become a certified financial planner (CFP) and is enthusiastically looking forward to a long and challenging career with Raleigh Wealth Solutions.
Jill brings superb organizational skills to the workplace, serving as bookkeeper, event planner, compliance director, and human resource manager at Raleigh Wealth. With a keen attention to detail, she can always be counted on to get jobs done efficiently and accurately. A native North Carolinian, Jill graduated from Western Carolina University with a BSED in education. While at home, Jill likes to stay active. Her favorite activities include biking, hiking, kayaking, jet skiing, hanging out at the lake, or taking one of her three dogs for long walks. You can also catch her watching one of her four beautiful children compete for their various sports teams, including cheerleading, soccer, and hockey!
As director of first impressions, Michele is responsible for keeping the office running smoothly. She welcomes clients and assists our service team and advisors with general office tasks. She can always be counted on to make your day better and is passionate about ensuring the excellence of our customer service. She joined Raleigh Wealth Solutions in September 2017. Michele received her Bachelor of Arts degree in communications from Notre Dame of Maryland University. Born in Charleston, West Virginia, Michele relocated to Raleigh from Mildenhall, England, after her husband ended his tour of duty with the Air Force. In her spare time, she enjoys reading, attending concerts and plays, and spending time with her husband and family.