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.
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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

For almost a decade, Wes has specialized in retirement planning designed to minimize portfolio volatility and maximize retirement income.

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.

Jenny Lehmkuhl
Client Services Specialist

Jenny joined the team in November 2015, bringing with her several years of client service 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.

Transparency

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.

Together, we can achieve more.

Patriot Wealth clients don’t chase markets. They benefit from investment discipline, trading rules, portfolio hedges and management practices that have been proven to reduce the probability a serious and irreparable impairment to their hard earned savings.
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