We Recognize the Importance of Service to Others.
WHO WE ARE:
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.
WHAT WE DO:
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. We don’t work for any financial institution, so we are able to recommend what we truly feel will help you live financially confident regardless of the state of our economy.
Pinehurst Capital’s core services are built around five primary pillars to best serve your retirement needs:
- Lifetime Income Planning
- Investment Portfolio Management
- Tax Preparation and Reduction Strategies
- Long-Term Healthcare Planning
- Estate and Legacy Planning
Learn more about Pinehurst Capital by calling 877.501.7337
Associate Advisor & General Manager
Nancy is originally from the great state of New Hampshire, …
Marketing & Events Manager
Lara’s career starts with a degree from North Carolina State University in Parks, Recreation and Tourism Management.
Director of First Impressions
Brittany is currently pursuing her degree in Business Management and Entrepreneurship at Fayetteville State University.
J DUFFY PALMER
Estate Planning Attorney at Thomas Walters, PLLC
I grew up in Henderson, North Carolina where I was raised by my wonderful parents …
Please do not put off future planning!
It is important to feel you have control over your future. At Pinehurst Capital, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.
To schedule a time to discuss your financial future and the possible role Pinehurst Capital can play in your financial strategy, contact us at email@example.com or call us at 877.501.7337 today!
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100 Magnolia Road
Pinehurst, NC 28374
3737 Glenwood Avenue
Raleigh, NC 27612
1213 Culbreth Drive
Wilmington, NC 28405
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.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Pinehurst Capital and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Pinehurst Capital, Inc. is a Registered Investment Advisor in the state of North Carolina. The presence of this website shall in no way be construed or interpreted as a solicitation to sell, or offer to sell, investment advisory services to any residents of any state other than the state of North Carolina or where otherwise legally permitted.