History
WHO WE ARE: Pinehurst Capital, is an independent financial advisory firm that focuses on the needs of retirees and soon-to-be retirees. In our experience, many retirees prefer to assume less risk and focus more on wealth preservation, along with enjoying a stable and sustainable retirement income. We recognize that traditional investment planning often fails to help you fully realize these goals. Retirement represents a fundamental change in your life, yet many retirees don't match that with a fundamental change in their portfolios. Pinehurst Capital's mission is to fundamentally shift the way Americans invest their money during their retirement years. As an independent advisory firm and insurance agency, we recommend appropriate strategies using investment and insurance products to help you realize your retirement objectives without forcing your money into a cookie-cutter portfolio. Meet the Business Owner
Specialties
We are an independent financial services firm helping families create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. We have offices in Pinehurst, Raleigh, and Wilmington.