Brent Godwin
Investment Advisor Representative
919-300-5870
3733 National Drive Ste. 123 Raleigh, NC 27612
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Brent focuses on building real relationships with his clients, taking the time to understand their goals to then craft strategies around retirement, tax planning, insurance, investments, and long-term financial growth.
He partners with clients to facilitate a holistic planning experience, ensuring all aspects of their financial life are working together toward a clear, intentional outcome. His commitment to continuous learning ensures he provides informed insight, empowering clients to make smart decisions with clarity and confidence.
Brent graduated from the University of North Carolina at Wilmington with a degree in Finance and has worked in the financial services industry since 2021.
Outside the office, he enjoys golfing, staying active, and traveling
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OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARY PROMISE
