Our Mission: “We pledge to help each client achieve their long-term investment goals. Every relationship we establish will be built upon a commitment to excellence and absolute integrity in all that we do.”
Willingdon's goal is to build long lasting relationships by providing personalized investment management services for high net worth individuals and business owners. We believe our strengths come from Aligned Interests with our clients, Strong Relationships and Peace of Mind.
• Aligned Interests: As a Registered Investment Advisor, we have a fiduciary responsibility to our clients. This Fiduciary Standard means that we are legally required to put the interests of our clients ahead of our own.
• Strong Relationships: We have a vested interest in the satisfaction of our clients, and we pride ourselves on having regular and proactive contact with our clients.
• Peace of Mind: Our clients' assets are held primarily at Fidelity Investments and Charles Schwab, two of the largest investment custodians available. This means our clients grant us the ability to choose investments for them, but we do not hold their assets. Our relationship with these custodians provide our clients with the peace of mind of having a third-party custodian without placing any limits on our investment options.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 13801 Reese Blvd. West,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- willingdonwealth.com
- HQ
- Huntersville, North Carolina
Willingdon Wealth Management Has Merged W/ Exencial Wealth Advisors June 2020 Questions
Willingdon Wealth Management Has Merged W/ Exencial Wealth Advisors June 2020's website is willingdonwealth.com
Willingdon Wealth Management Has Merged W/ Exencial Wealth Advisors June 2020's LinkedIn profile is https://www.linkedin.com/company/willingdon-wealth-management
Willingdon Wealth Management Has Merged W/ Exencial Wealth Advisors June 2020 has
3 employees.
View email and phone details for 3
employees at Willingdon Wealth Management Has Merged W/ Exencial Wealth Advisors June 2020.
Willingdon Wealth Management Has Merged W/ Exencial Wealth Advisors June 2020's industry is
Financial Services
Willingdon Wealth Management Has Merged W/ Exencial Wealth Advisors June 2020's top competitors are
B. Riley Securities,
Bb&t Capital Markets,
Exencial Wealth Advisors,
7 Mile Advisors.
Willingdon Wealth Management Has Merged W/ Exencial Wealth Advisors June 2020's categories are Financial Services
Willingdon Wealth Management Has Merged W/ Exencial Wealth Advisors June 2020's founding year is 2003
