Nick Murphy, Cfp®

Nick Murphy, Cfp® Email and Phone Number

Founder & President - Counterweight Private Wealth / Minimizing Lifetime Taxes through Forward Thinking Retirement Planning / Dad Joke Enthusiast @ Counterweight Private Wealth
Nick Murphy, Cfp®'s Location
Raleigh, North Carolina, United States, United States
Nick Murphy, Cfp®'s Contact Details

Nick Murphy, Cfp® work email

Nick Murphy, Cfp® personal email

n/a
About Nick Murphy, Cfp®

First and foremost, I'm a proud father and husband. My wife Dru and I became college sweethearts during our time at Campbell University, and have been married over 20 years. I'm blessed to have an amazing family, in which I try to lead by example daily to the best of my ability. They challenge me, humble me, and love me unconditionally. If I accomplish nothing more during my life, I hope to have left a legacy through them of humility, kindness and perseverance with a servant’s heart (and a healthy dose of humor).Since 2002, I've dedicated my professional life to helping others steward their wealth towards their mission and calling. Accumulating wealth should never be the ultimate goal. Instead, wealth is merely a tool to help fulfill whatever purpose and calling has been placed upon your life. I'm a strong believer that until you can adequately understand your purpose, you are not prepared to manage your wealth effectively.In 2021, I founded Counterweight Private Wealth as a fee-only fiduciary, dedicated to providing an unrivaled experience to our clients. Doing so has been the greatest decision of my professional life and has enhanced the value and capabilities we provide. While our process has been established through years of navigating all types of financial circumstances, our advice and counsel will always seek to align with each one's unique purpose. What I love most is the deep relationships we forge with our clients. They come from all walks of life, ranging from entrepreneurs and executives, medical and dental professionals, widows, retirees, and business owners. The common thread is their shared passion to use their wealth to positively impact their families, their relationships, and their communities. Growing up on the eastern shore of Maryland, I was introduced to boating, fishing, and the outdoors at an early age. While I'm only a mediocre fisherman and hunter, any downtime is likely spent enjoying the outdoors in hopes of one day fulfilling my dream of becoming a professional fishing / hunting guide.

Nick Murphy, Cfp®'s Current Company Details
Counterweight Private Wealth

Counterweight Private Wealth

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Founder & President - Counterweight Private Wealth / Minimizing Lifetime Taxes through Forward Thinking Retirement Planning / Dad Joke Enthusiast
Nick Murphy, Cfp® Work Experience Details
  • Counterweight Private Wealth
    Founder & President
    Counterweight Private Wealth Sep 2021 - Present
    Raleigh, North Carolina, United States
  • Raleigh Dream Center
    Board Of Directors - Treasurer
    Raleigh Dream Center Feb 2018 - Present
    Raleigh, North Carolina, United States
  • Rbc Wealth Management
    Senior Vice President - Financial Advisor
    Rbc Wealth Management Jul 2004 - Sep 2021
    Raleigh-Durham, North Carolina Area
  • Waddell & Reed
    Financial Advisor
    Waddell & Reed Jun 2002 - Jul 2004
    Raleigh-Durham, North Carolina Area

Nick Murphy, Cfp® Skills

Portfolio Management Tax Financial Advisory Investment Strategies Entrepreneurship Investments Family Wealth Management Certified Financial Planner Retirement Plan Consulting Retirement Planning Financial Planning Wealth Management Services

Nick Murphy, Cfp® Education Details

Frequently Asked Questions about Nick Murphy, Cfp®

What company does Nick Murphy, Cfp® work for?

Nick Murphy, Cfp® works for Counterweight Private Wealth

What is Nick Murphy, Cfp®'s role at the current company?

Nick Murphy, Cfp®'s current role is Founder & President - Counterweight Private Wealth / Minimizing Lifetime Taxes through Forward Thinking Retirement Planning / Dad Joke Enthusiast.

What is Nick Murphy, Cfp®'s email address?

Nick Murphy, Cfp®'s email address is ni****@****rbc.com

What schools did Nick Murphy, Cfp® attend?

Nick Murphy, Cfp® attended Campbell University, Campbell University, Duke University.

What skills is Nick Murphy, Cfp® known for?

Nick Murphy, Cfp® has skills like Portfolio Management, Tax, Financial Advisory, Investment Strategies, Entrepreneurship, Investments, Family Wealth Management, Certified Financial Planner, Retirement Plan Consulting, Retirement Planning, Financial Planning, Wealth Management Services.

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