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Grant Perry is the founder and Principal of Pinehurst Capital Inc., based in Pinehurst, North Carolina.
Grant has been cited in numerous industry publications for his knowledge on retirement planning, including the Carolina Business Journal. He has lectured on the topics of business and finance at Methodist University’s Center for Entrepreneurship & Business Succession Financial Network and was the first finance columnist for Up & Coming magazine.
Grant and his team of professionals focus on creating innovative financial planning strategies to help you “Live Well” during your retirement years. This may include potential tax reduction on retirement assets, leaving more money available for your enjoyment. It might also include income optimization strategies, which help preserve your income while seeking to limit your tax liability.
At the age of sixteen, Grant received an appointment to the United States Military Academy at West Point; but instead chose to study Business Administration at the University of North Carolina at Chapel Hill. He later matriculated to the American College where he earned his Chartered Financial ConsultantTM (ChFC) certification and designation concurrent to his first five years in the Financial Services industry.
Born and raised in Cumberland County, Grant has lived in Moore County since 1990 and resides in the Village of Pinehurst. He is an avid sportsman and is the founder of The Sandhills Sporting Society™, an organization of fellow golfers and sporting enthusiasts. Grant is an Elder of Community Presbyterian Church in Pinehurst, North Carolina, and serves on the Endowment Committee.
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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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.