Welcome to Pinehurst Capital
Serving Pinehurst, Raleigh and Wilmington, North Carolina

Many financial advisors focus only on helping you accumulate assets. Our focus is to help you anticipate and plan for ways to potentially reduce future tax bills, avoid unwanted risks and help you avoid financial problems during your retirement years and in your estate plan.

Historically, you may have purchased financial or insurance products and then found out how they affected your retirement planning later.

consultation
Learn more about Pinehurst Capital, Inc. and how we can help you with your current situation.

Investments Pinehurst NC
Grant Perry, ChFC, is the founder and principal of Pinehurst Capital, Inc. Grant and his team of professionals focus on creating innovative tax and investment strategies to help his clients “Live Well” during their retirement years.

Investments Wilmington NC
Learn more about Pinehurst Capital, Inc. and how we focus on the needs of retirees and soon-to-be retirees.

Learn more about our 3-Step Review
now by calling 910-235-4140
or CONTACT US today.

Our Simple 3-Step Review

Our simple, no obligation, 3-Step Review is a great way of helping you get a handle on your true needs and desires and whether or not your current strategies match up with your plans for today and your future.

A wonderful benefit of our 3-Step Review is that it can apply to any financial decision or concern you have. It may help stop your money from falling through the cracks and can assist you in properly aligning your retirement assets with your financial objectives. In other words, learn what questions to ask before making any financial decision and identify ways to assure your decisions are in your best interest.

Do you have a specific area of concern?

Investment Planning, Income Planning, Estate Planning, Tax Planning, Asset Protection, Business Planning, Charitable Giving, Real Estate or Financial Planning?

Pinehurst Capital, Inc. does not provide legal or tax advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.

If you would like to learn more about Pinehurst Capital and how we can help you with your current situation, call us at 910-235-4140

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