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 adviser and client relationship, and we provide that confidence to our clients. No matter what direction the stock market or interest rates take, we have your best interest at heart.
After working over a decade as an agent for a Fortune 500 company, Brian took a leap of faith and started TruWealth Solutions. TruWealth became Raleigh Wealth Solutions in 2015. Since 1995, Brian has brought guaranteed-income strategies and effective tax and legacy planning to his clients. These strategies have helped his clients achieve their desired retirement.
Throughout the years, Brian has seen countless individuals forced to extend their work life due to poor planning or market losses. For that reason, he tells his clients to hope for the best, but plan for the worst.
He also is always looking for new strategies and new ways to save on taxes to help preserve and even increase retirement income. Brian is continually learning so he can provide the most up-to-date and sound investment strategies for his clients.
Born and raised in Swanton, Vermont. Brian graduated from the University of Vermont with a Bachelors of Science in Education. He earned his Masters from Western Carolina University and obtained his LUTCF in 1999, with a focus in Estate and Business Planning.
A member of the Better Business Bureau and the National Ethics Bureau, Brian is an active member in the Raleigh Association of Insurance and Financial Advisors (RAIFA). When Brian is not working to create financial independence, he enjoys coaching his son’s hockey team, and is very active in the hockey community. He devotes his time to helping others learn the game and continues to compete in the local men’s league. Outside of hockey, Brian enjoys hiking, biking, and canoeing.
As an Associate 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 currently holds Series 7 and 63 Securities licenses and is working towards a Certified Financial Planner (CFP) designation. Joe specializes 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, 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 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 degree 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 degree 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. Kevin 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 he 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.