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.
For almost a decade, Wes has specialized in retirement planning designed to minimize portfolio volatility and maximize retirement income.
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.
Austin joined Patriot Wealth Management in June of 2018 immediately after graduation from High Point University. 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.