Piedmont Wealth Advisory provides expert comprehensive financial planning and investment services to individuals, families, and foundations who appreciate and understand that a personalized experience is not only about building your portfolio but about building long-term relationships.
We know prior life experiences inform financial views and beliefs — and we have just about seen it all. From first homes to investment properties, from college savings to retirement, from births to deaths, and from marriage to divorce, life is full of financial decisions that aren’t just about finances. That’s why we pay attention — not just to your portfolio, but also to your spoken and unspoken hopes and dreams, and fears and obstacles. The typical “wealth advisory experience” doesn’t always include an empathetic approach. Often, it’s more of a to-do list of financial tasks and checking boxes.
The Piedmont approach delivers more … more compassion, more understanding, and more return on your investment of time and emotions.
Financial management is not just about “setting goals” but intentionally setting goals. Not just retiring, but reorganizing, reimagining, recharging, and realizing your dreams. We learn where you are, help you define and articulate where you want to go, and draw on our experience to guide you. Call it unlicensed financial therapy, fiscal guidance, or money management ... it all starts with verbalizing “Where do you want to go — and why?”
Fiduciary responsibility is about trust.
Industrywide, it’s defined as acting in the client’s best financial interest but, at Piedmont, we define it as being emotionally invested in a client’s best life.
Just as our clients savor and enjoy the fruits of their labor, they also appreciate the emotional work we invest on their behalf. We employ empathy, experience, deep knowledge, and true attention to detail for our intentionally small client base because we are an intentionally different wealth advisory company. Cheers to that.
Often, professionally guided wealth management simply means “investments that beat the annual S&P 500 returns”. At Piedmont, edging out an arbitrary index is not the goal. Rather, we’re concerned with balancing risk to achieve desired long-term returns. And that means we don’t measure success on a daily, weekly, quarterly, or even annual basis. Why not?