About
As a fiduciary firm, we have the responsibility to put our clients best interest before our own. This is important when seeking counsel for your retirement.Patriot Wealth is a fee-based investment advisory firm headquartered in Raleigh, North Carolina.
At Patriot Wealth Management, we believe transparency and trust are the foundation of every successful client relationship. Unlike traditional commission-based brokerage arrangements, our managed portfolios do not generate investment commissions for our firm. By removing commission-based incentives, we can focus on recommending investment strategies based on their suitability for each client’s individual needs and financial objectives. Every investment strategy we recommend is guided by each client’s unique needs, objectives, and long-term financial well-being.
Why We’re Different
Your Team
Wes White is the founder and principal of Patriot Wealth Management, Inc., a retirement-focused financial planning firm based in Raleigh, North Carolina. Following his time at North Carolina State University, Wes partnered with his father to establish their practice in 2008, at the height of one of the most challenging financial crises in modern history. Launching the firm during such a turbulent period helped shape Wes’s approach to retirement planning, reinforcing the importance of protecting wealth, managing risk, and helping individuals and families navigate retirement with confidence.
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Rick has dedicated his career to helping individuals and families build confidence in their financial futures and prepare for a secure retirement. He believes that a successful retirement strategy is about more than growing wealth—it’s about managing risk, protecting what you’ve worked hard to accumulate, and preserving your financial security for the years ahead.
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Austin earned his Bachelor of Science in Business Administration, with minors in Finance and Economics. Combining his strong academic foundation with a passion for technology, Austin specializes in leveraging advanced retirement planning, tax analysis, and investment management software to develop personalized financial strategies. His technology-driven approach enhances the client experience by providing greater clarity, deeper insights, and a more comprehensive understanding of each client's financial future.
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