WNC Investment Advisors*

A fee-based investment advisory firm serving individuals and families in Western North Carolina

Welcome

WNC Investment Advisors is a North Carolina based investment advisory firm offering investment services to individual clients and families on a fee only basis.

Our mission is to work with clients using a sensible approach  with the goal of helping them achieve their desired level of income and growth over time.

Our approach is client centered, building portfolios to meet each individuals unique goals.

Services

We work with individual investors and families on a fee only basis providing:

  • Financial planning
  • Analysis of current investments
  • Recommendations to better achieve financial goals
  • Portfolio management using individual securities and/or funds as appropriate
  • Client meetings and reporting
  • Assistance with other related financial matters such as estate planning, insurance, taxation-all with your existing advisors

Lastly, we view working with a client as an opportunity to inform them about their investments and participate in the process so they are comfortable with their investments.

 

WNC Investment Advisors
433 Lance Avenue
Hot Springs, NC 28743
1-828-206-8486
pete@wncinvestmentadvisors.com
*The firm is operated by Peter R. Nagle DBA WNC Investment Advisors.