Cary, United States
Raleigh Wealth Solutions is a finance company founded in 2005 that offers investment advisory services through Raleigh Capital Management Inc., a registered investment advisor with the United States Securities and Exchange Commission. The company emphasizes the importance of trust in the client-advisor relationship and provides confidence to its clients. Raleigh Capital Management operates under the unique CRD number 149538. Clients can access the firm brochure (Form ADV Part 2A) and client relationship summary (Form CRS) free of charge by visiting https://adviserinfo.sec.gov/firm/summary/149538.
Additionally, Raleigh Capital Management offers investment advisory services where it is appropriately registered or exempt from registration, following the establishment of an investment advisory agreement with the clients. The affiliated company, Raleigh Wealth Solutions Inc., provides insurance products and services, with any guarantees mentioned being backed by the financial strength and claims-paying ability of the issuing insurance company.
It is important to note that these guarantees do not refer to securities or investment advisory products, and potential clients should carefully consider the charges, risks, expenses, and investment objectives before entering into a contract. The company emphasizes that the material provided is for informational purposes only and should not be construed as a solicitation for transactions in securities or the rendering of personalized investment advice.
Raleigh Capital Management and Raleigh Wealth Solutions are clear in stating that they do not provide tax, legal, or accounting advice, and recommend clients consult their own advisors in these areas before engaging in any transaction.
In conclusion, Raleigh Wealth Solutions offers a range of financial services, with a strong focus on investment advisory and wealth management. The company's emphasis on trust and confidence in the client-advisor relationship sets it apart in the industry. However, the company's headquarters, last investment, and investment backers are currently undisclosed. Overall, Raleigh Wealth Solutions presents itself as a reliable and principled financial partner for its clients.
