Utilizing individual Stocks, Funds, and Exchange traded Funds, we blend our unique risk managed, fee & tax efficient portfolio construction process with a client’s existing holdings to produce productive financial outcomes. We are committed to Confidentiality and Clarity.
For many couples the financial implications of divorce are an ongoing blend of confusion, frustration, anger, suspicion and most viscerally - fear. We are here to guide you and earn your trust.
"The best time to plant a tree was 20 years ago. The second-best time is now”! Drawing on our 30+ years of professional experience, we roll up our sleeves and blend your current situation with your future life desires to produce a road map to best guide you.
Your Piedmont Wealth Advisory Team
A message from Doug’s Consigliere - Ralph
“After 24+ years of experiencing firsthand the mindset of Firm Revenue & Profits First that exists at the National Broker Dealers, Doug set out to establish a true Client Focused Wealth Advisory Firm – and he has achieved that with Piedmont Wealth Advisory”
Meet Doug
Advice from Jamie’s Consigliere – Madden
“Blending his 5 years of experience with High Net Worth clients at Vanguard with his Certified Financial Planning designation, Jamie has always put the Clients financial interests first – both todays as well as their future needs”
Meet JamieThe Birnie Fam bids Fenway Adieu!
I’ll be channeling my inner John Updike for this effort.
Skip The Dip
Growing up in New England, we had several “regional” ice cream shops – many of which have faded into oblivion - unfortunately much like the NY Football Giants 2017 & 2018 seasons!
57 percent of investors have not set financial goals
67 percent of people have no financial plan.
77 percent of investors are making decisions on gut instinct.
20 percent of investors claim that their investment knowledge is very strong.
