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Patriot Wealth Management

About Patriot Wealth Management

Patriot Wealth Management, Inc. is a fee-based investment advisory firm located in Raleigh, North Carolina. Founded by Wes White and his father during the 2008 recession, the firm specializes in retirement planning and wealth management, prioritizing client interests through a commission-free approach. This ensures that investment recommendations are tailored to meet clients' financial objectives without the influence of sales commissions.

Min project size

50,000+

Hourly rate

50 / hr

Employees

4

Locations

United States

Year founded

Founded 2004

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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