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Our Firm

We Recognize the Importance of Service to Others.

WHO WE ARE:

Pinehurst Capital, is an independent financial advisory firm that focuses on the needs of retirees and soon-to-be retirees. In our experience, many retirees prefer to assume less risk and focus more on wealth preservation, along with enjoying a stable and sustainable retirement income. We recognize that traditional investment planning often fails to help you fully realize these goals.

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 (910) 235-4140.

Grant PerryFounder & Principal

Grant Perry is the founder and Principal of Pinehurst...
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Joe SwayneGeneral Manager

Joe Swayne was born and raised in Wilmington, Delaware...
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Sharon OliverClient Relations Representative

Sharon grew up in upstate New York and moved to Columbus,...
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Christy WadasFirst Impressions Representative

Christy Wadas was born and raised in Scottsdale, Arizona...
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James "Jim" MusickBusiness Consultant

Jim has been an advisor, friend and a client of Pinehurst Capital...
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Sharlene AndersonFounder & Principal at Law Office of Sharlene Gilmer Anderson, esq. PLLC

When Sharlene first visited Pinehurst she knew it would be home...
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Howard SchubertMBA, RTRP, Notary & Accountant at Howard Schubert Accounting

Howard has owned his own tax preparation business since 2006...
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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 admin@pinehurstcapital.net or call us at (910) 235-4140 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.