Welcome to
A simple way to connect us with your loved ones who are working toward their retirement goals
Want to help your loved ones pursue their goals as they are working toward their retirement years?
Well, now you can.
Join the elite ranks of Raleigh Prestige by referring three or more individuals who become clients of Raleigh Wealth Solutions.
Benefits of Membership
As a valued member of Raleigh Prestige, you unlock a host of exclusive benefits designed to enhance your experience with us:
Early Registration Access:
Be the first to secure your spot at all Raleigh Wealth Solutions client appreciation events, with access to register one week ahead of everyone else.
Conference Room Naming Rights:
The top three Raleigh Prestige members, based on all-time total referrals, will have the honor of naming our conference rooms. Rankings are recalculated yearly, offering ongoing opportunities to leave your mark.
Special Raleigh Prestige Merch:
- Receive a branded jacket upon entry, adorned with the Raleigh Prestige logo.
- Stand out at our baseball events with a distinctive Raleigh Prestige hat.
- Gain access to premium Raleigh Prestige raffle baskets at select events.
Exclusive Dinner Event:
Enjoy an annual Raleigh Prestige dinner in January, exclusively reserved for our Prestige members. This event doubles as the official induction ceremony for new club members who qualified in the previous year.
We think of you as part of our family and would love to welcome those you care about to join our family firm.
Thank You!
We recognize that a referral is the highest honor you can give us, and we thank you for your confidence in us.
You can make a “virtual introduction” by filling out the form below. Again, we will not contact your referral directly. We will wait for them to contact us.
By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.
1400 Crescent Green Drive Suite 100
Cary, NC 27518
Get Directions
www.raleighwealthsolutions.com
919.852.1215 | first@raleighwealthsolutions.com
Investment advisory services offered through Raleigh Capital Management Inc., an investment advisor registered with the United States Securities and Exchange Commission. Registration does not imply any level of skill or training. Raleigh Capital Management’s unique CRD number is 149538. You can obtain a copy of Raleigh Capital Management’s firm brochure (Form ADV Part 2A) and client relationship summary (Form CRS) free of charge by visiting https://adviserinfo.sec.gov/firm/summary/149538. Raleigh Capital Management offers investment advisory services only where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement, and have been provided a copy of the firm’s ADV Part 2A & Form CRS. Insurance products and services provided by an affiliate of Raleigh Capital Management, Raleigh Wealth Solutions Inc. Any guarantees mentioned are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, or early withdrawal fees, which vary by the issuer. They do not refer, in any way to securities or investment advisory products. You should consider the charges, risks, expenses, and investment objectives carefully before entering a contract. This material has been prepared for informational purposes only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice. This material is not intended to provide, and should not be relied on for tax, legal, accounting, or other financial advice. Raleigh Capital Management and Raleigh Wealth Solutions do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
