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.
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Who We Are

Patriot Wealth is a fee-based investment advisory firm headquartered in Raleigh, North Carolina.

Our firm does not charge commissions for any sales, trades, or investment transactions inside our managed portfolios, as is common with broker-dealers. This method of compensation is important, as it puts our client’s interests first. Our clients can remain 100% confident that any investment recommended to them, will be based on how we determine it will best meet their financial objectives.

Why We’re Different

Your Team

Wes White
Wes White
Principal, Investment Advisor Representative

Wes White is the founder and principal of Patriot Wealth Management, Inc in Raleigh, NC. After attending NC State University, Wes and his father opened a retirement-focused planning practice in the midst of the 2008 recession, one of the most challenging times in history for pre-retirees and retirees.

Rick White
Rick White
Retirement Advisor

Recognized as one of the top “Safe Money” and “Tax-Free Retirement” experts in the industry, Rick has helped countless individuals and families prepare for a secure retirement. Rick believes that managing risk and being able to keep your life’s hard-earned money protected is just as crucial as growing your money.

Austin Kobilka
Austin Kobilka
Investment Advisor Representative, Financial Planner

Austin received his Bachelor of Science degree in Business Administration with minors in Finance and Economics. Austin specializes in various retirement, tax, and investment-based software platforms where he utilizes technology to enhance the overall client experience.

The Patriot Advantage

Emotion-Free Investing

A smart investment formula provides a discipline that helps reduce the probability of a serious and irreparable damage to your hard earned savings.


Your money is held by reputable custodians that you have access to.

Highest Standard

As a fiduciary, investment advice comes with a duty to operate with your best interests at all times. We wouldn’t have it any other way.