We are located in Conover, NC. Feel free to stop by or give us a call.

Stoic Private Wealth
407 1st St. E
Conover, NC 28613

www.StoicPrivateWealth.com
PH: 828.994.4755

To begin working with us, please call our office at (828) 994-4755 to schedule a 1-hour consultation with Matt. Just like you are interviewing to find the best advisor for you, we are also interviewing our prospective clients to ensure they are a good fit for us. Once we have decided to proceed forward, we will begin transferring assets to LPL, which usually takes 5-10 business days. You will be able to view your accounts through your LPL online portal

The answer is simple. Independence allows us to truly serve our clients to the level of service they desire and deserve. Additionally, it better positions us to provide comprehensive wealth management services to our clients. Access to a variety of technology tools, investment options, and flexibility in service allows us to create customized solutions and a streamlined client experience.

No. There have been significant shifts in the financial services industry over the last few years. With changes in technology, small firms’ ability to access the same investment opportunities and cutting-edge software has leveled the playing field. For these reasons, the migration of advisors from large brokerage firms and other corporate financial institutions to RIAs (Registered Investment Advisors) has accelerated. Stoic Private Wealth is partnered with NewEdge Advisors, an SEC-registered RIA. The NewEdge platform provides access to various capabilities and resources, including investments, custody, technology, research, and more.

Yes. Stoic Private Wealth is supported by LPL Financial. LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth.

No. As an independent firm, we have access to a comprehensive listing of investment managers, mutual funds, and securities that can mirror what you have done in the past. We will also be transparent in sharing other options that may better serve your investment needs and objectives.

You know implicitly that your doctor has extensive training – years of medical school and residency. Your attorney completed three grueling years of law school and passed the bar exam. This minimum expected level of knowledge and expertise is (unfortunately) not assured regarding your financial advisor, as the industry has shockingly low barriers to entry – you will find individuals who have a license only to sell life insurance operating with the title of “financial advisor.” The CFP® designation requires advisors to pass numerous exams covering various financial planning topics and attain three years of experience working with real people on their financial plans. You wouldn’t allow a doctor who failed medical school to operate on you or hire an attorney who didn’t pass the bar. We believe you should have, at minimum, the same standard for the financial advisors you trust to steward your hard-earned wealth. We prefer you have much higher standards, and we strive to surpass even those.