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.
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.
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 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.