Brian Raleigh

Brian Raleigh Email and Phone Number

President and Founder at Raleigh Wealth Solutions @ Raleigh Wealth Solutions
cary, north carolina, united states
Brian Raleigh's Location
Raleigh, North Carolina, United States, United States
Brian Raleigh's Contact Details

Brian Raleigh personal email

Brian Raleigh phone numbers

About Brian Raleigh

Brian Raleigh has brought effective income and tax strategies to retirees and business owners for over 20 years. This comprehensive planning approach helps clients retire earlier and his guaranteed income strategies keep his clients from worrying about the ups and downs of the market. His approach routinely helps business owners save over 40% on taxes, keeping more of their hard earned money in their pockets!He took his first position in a Fortune 500 financial services company in 1995, where it took him three years to get into the top 1% of the company. After a successful 10-year career in corporate life, he knew in order to really serve his clients without corporate self-interest he needed to start his own firm. In 2005, TruWealth Strategies was formed and later became what his company is known as today: Raleigh Wealth Solutions. His client motto is "Hope for the best, but plan for the worst."He has been featured in Fortune Magazine, CNN Money, USA Today, and several other local publications. Here in Raleigh, Brian is known as "Raleigh's Retirement Coach." His radio show can be heard on WTKK 106.1 every Saturday and Sunday.Born and raised in Swanton, VT he graduated from the University of Vermont with a Bachelor of Science in education. He earned his master's degree from Western Carolina University and obtained his LUTCF in 1999, with a focus on estate and business planning.Outside of the office he enjoys coaching his son's hockey team and is very active in the hockey community. He also enjoys working out, biking, yoga, and canoeing. Brian and his wife Jill have four children, ages 12-24.

Brian Raleigh's Current Company Details
Raleigh Wealth Solutions

Raleigh Wealth Solutions

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President and Founder at Raleigh Wealth Solutions
cary, north carolina, united states
Employees:
4
Brian Raleigh Work Experience Details
  • Raleigh Wealth Solutions
    President And Founder
    Raleigh Wealth Solutions Jan 2004 - Present
    Raleigh-Durham, North Carolina Area
    Over 20 years of experience developing and executing guaranteed-income strategies and effective tax and legacy planning for clients.Specialize in wealth management for small business owners and retirees.Emphasize a client relationship-centered approach to financial planning.Engineer new and creative methods to save on taxes and increase retirement income.
  • Raleigh Wealth Solutions
    Raleigh'S Retirement Coach
    Raleigh Wealth Solutions Feb 2016 - Present
    Raleigh-Durham, North Carolina Area
    Offer trustworthy retirement planning and wealth management advice every Saturday and Sunday as the host of "Raleigh's Retirement Coach" radio show on WTKK 106.1.

Brian Raleigh Skills

Estate Planning Employee Benefits Insurance 401k Long Term Care Wealth Accumulation Iras Strategic Planning Financial Planning Universal Life Retirement Life Insurance Strategic Financial Planning Retirement Planning Fixed Annuities Disability Insurance Finance

Brian Raleigh Education Details

Frequently Asked Questions about Brian Raleigh

What company does Brian Raleigh work for?

Brian Raleigh works for Raleigh Wealth Solutions

What is Brian Raleigh's role at the current company?

Brian Raleigh's current role is President and Founder at Raleigh Wealth Solutions.

What is Brian Raleigh's email address?

Brian Raleigh's email address is br****@****alth.us

What is Brian Raleigh's direct phone number?

Brian Raleigh's direct phone number is +191961*****

What schools did Brian Raleigh attend?

Brian Raleigh attended University Of Vermont, Western Carolina University.

What are some of Brian Raleigh's interests?

Brian Raleigh has interest in Hockey, Fishing, Spending Time With My Family.

What skills is Brian Raleigh known for?

Brian Raleigh has skills like Estate Planning, Employee Benefits, Insurance, 401k, Long Term Care, Wealth Accumulation, Iras, Strategic Planning, Financial Planning, Universal Life, Retirement, Life Insurance.

Who are Brian Raleigh's colleagues?

Brian Raleigh's colleagues are Huda Mcgraw, Michael Stratemeier, Jake Gifford, Jill Raleigh, Breanne Wall, Anna Saele, Nicholas Deberardino.

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