Testament Wealth Management

Testament Wealth Management is a fee-only financial planning firm that works with business owners, high-earning professionals and people approaching or in retirement. Its services cover retirement planning, tax planning, investment management, estate planning, employee stock options, insurance review, and charitable giving, with estate attorneys and CPAs brought in where needed.

The firm is locally owned and paid only by its clients, never by commissions, and its advisors act as fiduciaries. New prospects start with a Discovery Meeting scheduled through the website, followed by a complimentary Financial Assessment before any contract is signed. The office is in Cary at High House Road, and the firm also serves clients in Apex, Raleigh, Holly Springs, Chapel Hill, Morrisville and Durham.